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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 | $61,453 | $61,125+0.5% | $94,057-34.7% | $87,485-29.8% |
| Participation rate | 45.7% | 64.1%-18.4pp | 73.3%-27.6pp | 68.9%-23.2pp |
| Annual return | 20.43% | 35.20%-14.8pp | 480.62%-460.2pp | 26.06%-5.6pp |
| Employer contribution / active EE | $2,746 | $2,136+28.5% | $2,933-6.4% | $2,596+5.8% |
| Participant deferral / active EE | $143 | $3,260-95.6% | $4,709-97.0% | $4,274-96.7% |
| Admin fee / account holder | $6,555 | $5,629+16.5% | $7,244-9.5% | $7,775-15.7% |