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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 | $64,682 | $117,895-45.1% | $102,460-36.9% | $145,897-55.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 14.11% | 31.92%-17.8pp | 29.47%-15.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,371 | $3,619-62.1% | $3,025-54.7% | $4,663-70.6% |
| Participant deferral / active EE | $1,430 | $5,736-75.1% | $5,056-71.7% | $6,689-78.6% |
| Admin fee / account holder | $397 | $13,353-97.0% | $9,460-95.8% | $13,390-97.0% |