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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 | $56,369 | $55,457+1.6% | $76,119-25.9% | $77,736-27.5% |
| Participation rate | 15.7% | 63.6%-47.9pp | 69.1%-53.4pp | 70.6%-54.9pp |
| Annual return | 13.47% | 17.09%-3.6pp | 361.25%-347.8pp | 31.26%-17.8pp |
| Employer contribution / active EE | $531 | $1,792-70.4% | $2,693-80.3% | $2,728-80.5% |
| Participant deferral / active EE | $1,208 | $3,454-65.0% | $4,259-71.6% | $4,651-74.0% |
| Admin fee / account holder | $1,174 | $411+185.9% | $6,421-81.7% | $433+171.0% |