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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 | $48,792 | $80,781-39.6% | $102,437-52.4% | $74,478-34.5% |
| Participation rate | 33.2% | 65.7%-32.5pp | 74.5%-41.4pp | 67.2%-34.1pp |
| Annual return | 13.01% | 27.58%-14.6pp | 24.95%-11.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $801 | $3,160-74.7% | $3,871-79.3% | $2,626-69.5% |
| Participant deferral / active EE | $1,593 | $3,862-58.8% | $5,060-68.5% | $4,350-63.4% |
| Admin fee / account holder | $5,726 | $2,372+141.4% | $8,388-31.7% | $1,946+194.3% |