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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 | $34,307 | $165,381-79.3% | $149,730-77.1% | $158,966-78.4% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 14.41% | 348.29%-333.9pp | 276.70%-262.3pp | 302.95%-288.5pp |
| Employer contribution / active EE | $1,073 | $5,104-79.0% | $4,645-76.9% | $4,762-77.5% |
| Participant deferral / active EE | $1,837 | $7,182-74.4% | $6,843-73.1% | $5,983-69.3% |
| Admin fee / account holder | $2,446 | $10,809-77.4% | $9,310-73.7% | $11,250-78.3% |