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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 | $35,544 | $165,361-78.5% | $149,715-76.3% | $158,950-77.6% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 16.05% | 348.24%-332.2pp | 276.66%-260.6pp | 302.91%-286.9pp |
| Employer contribution / active EE | $1,025 | $5,103-79.9% | $4,645-77.9% | $4,762-78.5% |
| Participant deferral / active EE | $1,508 | $7,182-79.0% | $6,842-78.0% | $5,983-74.8% |
| Admin fee / account holder | $7,860 | $10,808-27.3% | $9,310-15.6% | $11,248-30.1% |