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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 | $51,627 | $98,766-47.7% | $149,730-65.5% | $79,852-35.3% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.5%-38.0pp | 69.6%-25.2pp |
| Annual return | 15.45% | 27.43%-12.0pp | 276.70%-261.2pp | 31.72%-16.3pp |
| Employer contribution / active EE | $973 | $3,217-69.8% | $4,645-79.1% | $2,471-60.6% |
| Participant deferral / active EE | $1,973 | $5,681-65.3% | $6,843-71.2% | $3,740-47.3% |
| Admin fee / account holder | $11,205 | $6,052+85.1% | $9,310+20.4% | $5,306+111.2% |