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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 | $37,282 | $107,421-65.3% | $182,262-79.5% | $94,015-60.3% |
| Participation rate | 54.7% | 77.8%-23.1pp | 84.2%-29.5pp | 70.8%-16.1pp |
| Annual return | 15.98% | 21.32%-5.3pp | 140.60%-124.6pp | 17.84%-1.9pp |
| Employer contribution / active EE | $1,065 | $3,448-69.1% | $5,046-78.9% | $2,790-61.8% |
| Participant deferral / active EE | $2,233 | $6,558-65.9% | $8,276-73.0% | $4,249-47.4% |
| Admin fee / account holder | $5,458 | $8,692-37.2% | $16,712-67.3% | $8,951-39.0% |