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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 | $47,439 | $106,247-55.4% | $96,515-50.8% | $139,466-66.0% |
| Participation rate | 69.6% | 77.8%-8.3pp | 74.3%-4.8pp | 80.3%-10.8pp |
| Annual return | 24.49% | 38.47%-14.0pp | 35.73%-11.2pp | 373.66%-349.2pp |
| Employer contribution / active EE | $1,568 | $4,106-61.8% | $3,740-58.1% | $4,754-67.0% |
| Participant deferral / active EE | $581 | $5,456-89.3% | $4,880-88.1% | $6,712-91.3% |
| Admin fee / account holder | $1,602 | $7,885-79.7% | $6,735-76.2% | $11,409-86.0% |