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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 | $42,261 | $77,638-45.6% | $156,551-73.0% | $62,881-32.8% |
| Participation rate | 66.7% | 71.2%-4.5pp | 84.0%-17.3pp | 69.3%-2.6pp |
| Annual return | 6.53% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,750 | $3,444-49.2% | $5,501-68.2% | $2,281-23.3% |
| Participant deferral / active EE | $802 | $3,046-73.7% | $4,871-83.5% | $3,203-75.0% |
| Admin fee / account holder | $2,992 | $5,561-46.2% | $13,028-77.0% | $4,296-30.4% |