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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 | $47,850 | $115,917-58.7% | $100,535-52.4% | $158,982-69.9% |
| Participation rate | 46.7% | 81.6%-34.9pp | 79.4%-32.7pp | 82.0%-35.3pp |
| Annual return | 18.63% | 34.80%-16.2pp | 30.90%-12.3pp | 302.99%-284.4pp |
| Employer contribution / active EE | $2,046 | $4,105-50.2% | $3,419-40.2% | $4,763-57.0% |
| Participant deferral / active EE | $695 | $6,677-89.6% | $6,271-88.9% | $5,983-88.4% |
| Admin fee / account holder | $427 | $11,002-96.1% | $8,085-94.7% | $11,252-96.2% |