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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 | $70,734 | $78,707-10.1% | $117,861-40.0% | $70,126+0.9% |
| Participation rate | 54.0% | 73.2%-19.2pp | 79.7%-25.7pp | 69.5%-15.5pp |
| Annual return | 17.99% | 23.30%-5.3pp | 335.11%-317.1pp | 73.15%-55.2pp |
| Employer contribution / active EE | $506 | $2,223-77.2% | $3,786-86.6% | $2,343-78.4% |
| Participant deferral / active EE | $1,367 | $3,297-58.5% | $4,482-69.5% | $3,332-59.0% |
| Admin fee / account holder | $1,750 | $5,066-65.5% | $8,021-78.2% | $4,645-62.3% |