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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 | $50,549 | $70,418-28.2% | $96,570-47.7% | $85,847-41.1% |
| Participation rate | 61.5% | 61.8%-0.3pp | 69.8%-8.3pp | 69.3%-7.8pp |
| Annual return | 12.30% | 18.59%-6.3pp | 37.79%-25.5pp | 318.61%-306.3pp |
| Employer contribution / active EE | $554 | $1,413-60.8% | $2,357-76.5% | $2,565-78.4% |
| Participant deferral / active EE | $872 | $2,894-69.9% | $3,849-77.3% | $3,952-77.9% |
| Admin fee / account holder | $874 | $4,995-82.5% | $6,182-85.9% | $6,261-86.0% |