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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 | $54,457 | $68,586-20.6% | $120,380-54.8% | $80,911-32.7% |
| Participation rate | 29.4% | 61.6%-32.2pp | 71.9%-42.5pp | 67.6%-38.2pp |
| Annual return | 14.09% | 23.62%-9.5pp | 107.28%-93.2pp | 35.63%-21.5pp |
| Employer contribution / active EE | $1,066 | $2,053-48.1% | $3,465-69.2% | $2,756-61.3% |
| Participant deferral / active EE | $1,066 | $3,174-66.4% | $4,992-78.6% | $4,297-75.2% |
| Admin fee / account holder | $56,620 | $5,733+887.6% | $9,421+501.0% | $6,935+716.5% |