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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 | $114,050 | $76,642+48.8% | $146,866-22.3% | $65,306+74.6% |
| Participation rate | 5.7% | 61.2%-55.6pp | 82.5%-76.8pp | 57.7%-52.0pp |
| Annual return | 14.89% | 33.40%-18.5pp | 102.85%-88.0pp | 21.94%-7.1pp |
| Employer contribution / active EE | $464 | $2,621-82.3% | $4,425-89.5% | $1,967-76.4% |
| Participant deferral / active EE | $866 | $4,864-82.2% | $7,759-88.8% | $2,959-70.7% |
| Admin fee / account holder | $5,050 | $3,960+27.5% | $13,620-62.9% | $3,480+45.1% |