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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 | $59,389 | $100,003-40.6% | $146,685-59.5% | $85,856-30.8% |
| Participation rate | 47.5% | 73.1%-25.6pp | 80.1%-32.6pp | 69.3%-21.8pp |
| Annual return | 13.26% | 18.93%-5.7pp | 22.75%-9.5pp | 318.58%-305.3pp |
| Employer contribution / active EE | $676 | $2,559-73.6% | $4,137-83.7% | $2,565-73.6% |
| Participant deferral / active EE | $1,568 | $4,006-60.8% | $5,507-71.5% | $3,952-60.3% |
| Admin fee / account holder | $447 | $7,704-94.2% | $10,281-95.7% | $6,261-92.9% |