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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 | $32,917 | $228,352-85.6% | $185,835-82.3% | $158,966-79.3% |
| Participation rate | 45.0% | 82.3%-37.3pp | 78.0%-33.0pp | 82.0%-37.0pp |
| Annual return | 13.36% | 40.81%-27.5pp | 35.96%-22.6pp | 302.95%-289.6pp |
| Employer contribution / active EE | $716 | $4,967-85.6% | $4,087-82.5% | $4,762-85.0% |
| Participant deferral / active EE | $774 | $6,416-87.9% | $5,633-86.3% | $5,983-87.1% |
| Admin fee / account holder | $1,489 | $11,867-87.5% | $9,502-84.3% | $11,250-86.8% |