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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 | $47,452 | $52,279-9.2% | $89,400-46.9% | $79,858-40.6% |
| Participation rate | 56.8% | 57.5%-0.7pp | 68.0%-11.1pp | 69.6%-12.8pp |
| Annual return | 13.47% | 22.16%-8.7pp | 245.64%-232.2pp | 31.72%-18.2pp |
| Employer contribution / active EE | $5,743 | $1,572+265.4% | $2,586+122.1% | $2,471+132.4% |
| Participant deferral / active EE | $713 | $2,740-74.0% | $3,890-81.7% | $3,740-80.9% |
| Admin fee / account holder | $4,614 | $3,356+37.5% | $4,882-5.5% | $5,306-13.0% |