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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 | $74,279 | $87,106-14.7% | $105,607-29.7% | $80,935-8.2% |
| Participation rate | 60.7% | 70.4%-9.7pp | 75.3%-14.6pp | 67.7%-6.9pp |
| Annual return | 21.87% | 17.01%+4.9pp | 116.11%-94.2pp | 35.66%-13.8pp |
| Employer contribution / active EE | $1,019 | $2,396-57.5% | $3,167-67.8% | $2,757-63.0% |
| Participant deferral / active EE | $1,345 | $3,986-66.3% | $5,011-73.2% | $4,299-68.7% |
| Admin fee / account holder | $9,169 | $8,447+8.5% | $10,958-16.3% | $6,924+32.4% |