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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 | $70,936 | $98,776-28.2% | $149,745-52.6% | $79,856-11.2% |
| Participation rate | 63.4% | 75.8%-12.4pp | 82.5%-19.1pp | 69.6%-6.3pp |
| Annual return | 14.25% | 27.38%-13.1pp | 276.72%-262.5pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,536 | $3,217-52.3% | $4,646-66.9% | $2,471-37.8% |
| Participant deferral / active EE | $2,093 | $5,681-63.2% | $6,843-69.4% | $3,741-44.0% |
| Admin fee / account holder | $2,620 | $6,053-56.7% | $9,312-71.9% | $5,306-50.6% |