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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 | $53,124 | $80,748-34.2% | $102,383-48.1% | $74,429-28.6% |
| Participation rate | 24.7% | 65.7%-41.0pp | 74.5%-49.8pp | 67.2%-42.5pp |
| Annual return | 27.28% | 27.57%-0.3pp | 24.94%+2.3pp | 1368.38%-1341.1pp |
| Employer contribution / active EE | $898 | $3,159-71.6% | $3,870-76.8% | $2,625-65.8% |
| Participant deferral / active EE | $1,497 | $3,861-61.2% | $5,060-70.4% | $4,348-65.6% |
| Admin fee / account holder | $5,739 | $2,371+142.1% | $8,391-31.6% | $1,944+195.2% |