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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 | $53,866 | $117,895-54.3% | $102,460-47.4% | $145,897-63.1% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 11.39% | 31.92%-20.5pp | 29.47%-18.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,159 | $3,619-68.0% | $3,025-61.7% | $4,663-75.2% |
| Participant deferral / active EE | $1,541 | $5,736-73.1% | $5,056-69.5% | $6,689-77.0% |
| Admin fee / account holder | $2,173 | $13,353-83.7% | $9,460-77.0% | $13,390-83.8% |