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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 | $55,920 | $65,084-14.1% | $67,681-17.4% | $64,340-13.1% |
| Participation rate | 22.7% | 66.7%-44.1pp | 73.7%-51.1pp | 55.2%-32.6pp |
| Annual return | 17.86% | 20.50%-2.6pp | 590.58%-572.7pp | 24.14%-6.3pp |
| Employer contribution / active EE | $663 | $2,398-72.4% | $2,678-75.2% | $1,862-64.4% |
| Participant deferral / active EE | $1,042 | $3,210-67.5% | $3,976-73.8% | $2,980-65.0% |
| Admin fee / account holder | $770 | $1,415-45.6% | $6,100-87.4% | $3,703-79.2% |