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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 | $58,347 | $83,369-30.0% | $105,223-44.5% | $67,986-14.2% |
| Participation rate | 26.9% | 56.3%-29.4pp | 75.0%-48.1pp | 57.2%-30.3pp |
| Annual return | 15.40% | 24.64%-9.2pp | 180.65%-165.2pp | 31.67%-16.3pp |
| Employer contribution / active EE | $853 | $2,541-66.4% | $3,689-76.9% | $2,019-57.7% |
| Participant deferral / active EE | $1,201 | $3,295-63.6% | $5,072-76.3% | $3,358-64.2% |
| Admin fee / account holder | $812 | $4,073-80.1% | $8,859-90.8% | $3,203-74.7% |