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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 | $57,494 | $51,638+11.3% | $129,406-55.6% | $80,959-29.0% |
| Participation rate | 25.0% | 56.9%-31.9pp | 69.6%-44.6pp | 67.7%-42.7pp |
| Annual return | 11.57% | 20.78%-9.2pp | 9468.18%-9456.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $377 | $1,584-76.2% | $4,155-90.9% | $2,757-86.3% |
| Participant deferral / active EE | $632 | $2,670-76.3% | $4,167-84.8% | $4,300-85.3% |
| Admin fee / account holder | $5,162 | $4,313+19.7% | $7,689-32.9% | $6,925-25.5% |