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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 | $35,179 | $126,661-72.2% | $113,397-69.0% | $138,895-74.7% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 19.41% | 25.05%-5.6pp | 23.20%-3.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,089 | $3,456-68.5% | $2,977-63.4% | $4,194-74.0% |
| Participant deferral / active EE | $1,791 | $5,693-68.5% | $5,076-64.7% | $6,396-72.0% |
| Admin fee / account holder | $458 | $14,549-96.9% | $11,957-96.2% | $12,562-96.4% |