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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 | $40,158 | $110,307-63.6% | $96,576-58.4% | $139,456-71.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 14.66% | 26.40%-11.7pp | 25.87%-11.2pp | 373.45%-358.8pp |
| Employer contribution / active EE | $1,045 | $3,619-71.1% | $2,965-64.8% | $4,753-78.0% |
| Participant deferral / active EE | $1,467 | $5,547-73.6% | $4,851-69.8% | $6,711-78.1% |
| Admin fee / account holder | $621 | $11,597-94.6% | $8,253-92.5% | $11,407-94.6% |