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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 | $80,674-27.7% | $119,126-51.0% | $64,340-9.3% |
| Participation rate | 26.9% | 55.2%-28.3pp | 75.8%-48.8pp | 55.2%-28.3pp |
| Annual return | 15.40% | 26.86%-11.5pp | 282.11%-266.7pp | 24.14%-8.7pp |
| Employer contribution / active EE | $853 | $2,564-66.7% | $4,034-78.8% | $1,862-54.2% |
| Participant deferral / active EE | $1,201 | $3,053-60.7% | $5,318-77.4% | $2,980-59.7% |
| Admin fee / account holder | $812 | $4,559-82.2% | $10,693-92.4% | $3,703-78.1% |