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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 | $66,378 | $107,421-38.2% | $182,262-63.6% | $94,015-29.4% |
| Participation rate | 52.6% | 77.8%-25.1pp | 84.2%-31.6pp | 70.8%-18.2pp |
| Annual return | 13.80% | 21.32%-7.5pp | 140.60%-126.8pp | 17.84%-4.0pp |
| Employer contribution / active EE | $1,044 | $3,448-69.7% | $5,046-79.3% | $2,790-62.6% |
| Participant deferral / active EE | $2,222 | $6,558-66.1% | $8,276-73.1% | $4,249-47.7% |
| Admin fee / account holder | $9,219 | $8,692+6.1% | $16,712-44.8% | $8,951+3.0% |