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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 | $24,321 | $52,279-53.5% | $89,435-72.8% | $79,856-69.5% |
| Participation rate | 62.2% | 57.5%+4.6pp | 68.0%-5.8pp | 69.6%-7.5pp |
| Annual return | 17.89% | 22.16%-4.3pp | 245.55%-227.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,416 | $1,572-9.9% | $2,587-45.3% | $2,471-42.7% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,366 | $3,356+0.3% | $4,884-31.1% | $5,306-36.6% |