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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 | $49,828 | $54,380-8.4% | $68,509-27.3% | $59,633-16.4% |
| Participation rate | 51.3% | 70.2%-18.9pp | 74.7%-23.4pp | 68.7%-17.4pp |
| Annual return | 2.18% | 2.83%-0.7pp | 8.27%-6.1pp | 2041.40%-2039.2pp |
| Employer contribution / active EE | $671 | $1,539-56.4% | $2,278-70.6% | $2,203-69.6% |
| Participant deferral / active EE | $943 | $2,643-64.3% | $3,382-72.1% | $3,192-70.5% |
| Admin fee / account holder | $7,982 | $3,885+105.4% | $5,275+51.3% | $4,297+85.7% |