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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 | $44,526 | $89,367-50.2% | $141,191-68.5% | $72,975-39.0% |
| Participation rate | 45.5% | 75.1%-29.7pp | 82.5%-37.0pp | 69.5%-24.0pp |
| Annual return | 20.64% | 111.87%-91.2pp | 71.41%-50.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $850 | $3,115-72.7% | $4,736-82.0% | $2,440-65.2% |
| Participant deferral / active EE | $1,733 | $5,419-68.0% | $6,710-74.2% | $3,608-52.0% |
| Admin fee / account holder | $10,085 | $5,957+69.3% | $10,264-1.7% | $5,124+96.8% |