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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 | $30,034 | $93,598-67.9% | $135,974-77.9% | $75,173-60.0% |
| Participation rate | 34.4% | 75.2%-40.8pp | 81.9%-47.5pp | 67.2%-32.8pp |
| Annual return | 21.67% | 30.89%-9.2pp | 68.30%-46.6pp | 160.72%-139.0pp |
| Employer contribution / active EE | $1,198 | $3,538-66.1% | $4,859-75.3% | $2,671-55.2% |
| Participant deferral / active EE | $2,011 | $6,405-68.6% | $7,760-74.1% | $4,126-51.3% |
| Admin fee / account holder | $2,612 | $6,978-62.6% | $10,767-75.7% | $5,651-53.8% |