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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 | $42,303 | $78,707-46.3% | $117,861-64.1% | $70,126-39.7% |
| Participation rate | 4.3% | 73.2%-68.8pp | 79.7%-75.3pp | 69.5%-65.2pp |
| Annual return | 15.85% | 23.30%-7.4pp | 335.11%-319.3pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,911 | $2,223-14.0% | $3,786-49.5% | $2,343-18.4% |
| Participant deferral / active EE | $705 | $3,297-78.6% | $4,482-84.3% | $3,332-78.8% |
| Admin fee / account holder | $304 | $5,066-94.0% | $8,021-96.2% | $4,645-93.4% |