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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 | $47,509 | $72,471-34.4% | $94,215-49.6% | $86,983-45.4% |
| Participation rate | 15.7% | 63.9%-48.2pp | 70.0%-54.3pp | 69.5%-53.9pp |
| Annual return | 80.61% | 26.44%+54.2pp | 28.22%+52.4pp | 25.83%+54.8pp |
| Employer contribution / active EE | $455 | $1,936-76.5% | $2,675-83.0% | $2,584-82.4% |
| Participant deferral / active EE | $1,051 | $3,397-69.0% | $4,276-75.4% | $4,194-74.9% |
| Admin fee / account holder | $3,964 | $6,468-38.7% | $10,216-61.2% | $7,856-49.5% |