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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 | $49,833 | $65,376-23.8% | $87,104-42.8% | $65,185-23.6% |
| Participation rate | 54.2% | 75.3%-21.1pp | 76.9%-22.7pp | 70.2%-16.0pp |
| Annual return | 19.40% | 31.27%-11.9pp | 28.19%-8.8pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,017 | $1,822-44.2% | $2,521-59.7% | $2,177-53.3% |
| Participant deferral / active EE | $1,591 | $3,388-53.0% | $4,048-60.7% | $3,514-54.7% |
| Admin fee / account holder | $9,866 | $520+1798.4% | $7,491+31.7% | $847+1064.6% |