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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 | $39,810 | $58,828-32.3% | $78,002-49.0% | $62,881-36.7% |
| Participation rate | 69.0% | 71.1%-2.1pp | 75.5%-6.6pp | 69.3%-0.3pp |
| Annual return | 6.87% | 17.16%-10.3pp | 425.99%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,101 | $1,672-34.2% | $2,470-55.4% | $2,281-51.7% |
| Participant deferral / active EE | $1,058 | $2,686-60.6% | $3,497-69.7% | $3,203-67.0% |
| Admin fee / account holder | $1,768 | $4,393-59.7% | $5,481-67.7% | $4,296-58.8% |