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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 | $38,414 | $110,337-65.2% | $102,383-62.5% | $145,877-73.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 24.13% | 24.83%-0.7pp | 24.94%-0.8pp | 551.28%-527.1pp |
| Employer contribution / active EE | $1,031 | $4,216-75.6% | $3,870-73.4% | $4,663-77.9% |
| Participant deferral / active EE | $1,179 | $5,621-79.0% | $5,060-76.7% | $6,691-82.4% |
| Admin fee / account holder | $2,791 | $9,750-71.4% | $8,391-66.7% | $13,402-79.2% |