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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 | $43,522 | $135,956-68.0% | $123,894-64.9% | $273,972-84.1% |
| Participation rate | 36.8% | 84.1%-47.2pp | 81.4%-44.6pp | 83.0%-46.2pp |
| Annual return | 8.81% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,285 | $5,170-75.1% | $4,617-72.2% | $4,869-73.6% |
| Participant deferral / active EE | $1,772 | $6,343-72.1% | $5,984-70.4% | $5,287-66.5% |
| Admin fee / account holder | $341 | $9,817-96.5% | $8,357-95.9% | $10,133-96.6% |