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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,887 | $98,776-43.4% | $149,745-62.7% | $79,856-30.0% |
| Participation rate | 69.8% | 75.8%-6.0pp | 82.5%-12.7pp | 69.6%+0.1pp |
| Annual return | 12.66% | 27.38%-14.7pp | 276.72%-264.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $897 | $3,217-72.1% | $4,646-80.7% | $2,471-63.7% |
| Participant deferral / active EE | $2,298 | $5,681-59.5% | $6,843-66.4% | $3,741-38.6% |
| Admin fee / account holder | $4,559 | $6,053-24.7% | $9,312-51.0% | $5,306-14.1% |