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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 | $49,988 | $91,760-45.5% | $156,181-68.0% | $67,986-26.5% |
| Participation rate | 28.7% | 65.0%-36.3pp | 78.8%-50.1pp | 57.2%-28.5pp |
| Annual return | 17.69% | 18.14%-0.5pp | 64.87%-47.2pp | 31.67%-14.0pp |
| Employer contribution / active EE | $943 | $2,419-61.0% | $4,294-78.0% | $2,019-53.3% |
| Participant deferral / active EE | $1,549 | $3,960-60.9% | $6,132-74.7% | $3,358-53.9% |
| Admin fee / account holder | $6,620 | $3,949+67.7% | $14,586-54.6% | $3,203+106.7% |