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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 | $32,748 | $135,956-75.9% | $123,894-73.6% | $273,972-88.0% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | 12.01% | 56.63%-44.6pp | 47.52%-35.5pp | 41.46%-29.4pp |
| Employer contribution / active EE | $1,138 | $5,170-78.0% | $4,617-75.3% | $4,869-76.6% |
| Participant deferral / active EE | $1,566 | $6,343-75.3% | $5,984-73.8% | $5,287-70.4% |
| Admin fee / account holder | $4,630 | $9,817-52.8% | $8,357-44.6% | $10,133-54.3% |