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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 | $43,679 | $129,737-66.3% | $119,126-63.3% | $154,746-71.8% |
| Participation rate | 31.3% | 78.9%-47.6pp | 75.8%-44.5pp | 80.7%-49.5pp |
| Annual return | 19.78% | 379.08%-359.3pp | 282.11%-262.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,013 | $4,375-76.8% | $4,034-74.9% | $4,379-76.9% |
| Participant deferral / active EE | $1,631 | $5,842-72.1% | $5,318-69.3% | $6,730-75.8% |
| Admin fee / account holder | $3,390 | $11,961-71.7% | $10,693-68.3% | $14,365-76.4% |