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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 | $43,964 | $115,903-62.1% | $100,528-56.3% | $158,966-72.3% |
| Participation rate | 63.6% | 81.6%-18.0pp | 79.4%-15.8pp | 82.0%-18.3pp |
| Annual return | 22.53% | 34.80%-12.3pp | 30.90%-8.4pp | 302.95%-280.4pp |
| Employer contribution / active EE | $1,564 | $4,105-61.9% | $3,419-54.3% | $4,762-67.2% |
| Participant deferral / active EE | $1,544 | $6,677-76.9% | $6,271-75.4% | $5,983-74.2% |
| Admin fee / account holder | $1,763 | $11,000-84.0% | $8,084-78.2% | $11,250-84.3% |