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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 | $32,020 | $99,994-68.0% | $146,647-78.2% | $85,851-62.7% |
| Participation rate | 58.1% | 73.1%-15.0pp | 80.1%-22.0pp | 69.3%-11.3pp |
| Annual return | 29.86% | 18.93%+10.9pp | 22.75%+7.1pp | 318.63%-288.8pp |
| Employer contribution / active EE | $1,058 | $2,559-58.6% | $4,137-74.4% | $2,565-58.7% |
| Participant deferral / active EE | $1,602 | $4,006-60.0% | $5,506-70.9% | $3,952-59.5% |
| Admin fee / account holder | $1,759 | $7,703-77.2% | $10,281-82.9% | $6,261-71.9% |