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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 | $44,180 | $165,381-73.3% | $149,730-70.5% | $158,966-72.2% |
| Participation rate | 23.8% | 84.6%-60.8pp | 82.5%-58.7pp | 82.0%-58.2pp |
| Annual return | 11.82% | 348.29%-336.5pp | 276.70%-264.9pp | 302.95%-291.1pp |
| Employer contribution / active EE | $932 | $5,104-81.7% | $4,645-79.9% | $4,762-80.4% |
| Participant deferral / active EE | $1,669 | $7,182-76.8% | $6,843-75.6% | $5,983-72.1% |
| Admin fee / account holder | $8,489 | $10,809-21.5% | $9,310-8.8% | $11,250-24.5% |