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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 | $43,259 | $117,895-63.3% | $102,460-57.8% | $145,897-70.4% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 10.62% | 31.92%-21.3pp | 29.47%-18.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,126 | $3,619-68.9% | $3,025-62.8% | $4,663-75.8% |
| Participant deferral / active EE | $1,478 | $5,736-74.2% | $5,056-70.8% | $6,689-77.9% |
| Admin fee / account holder | $743 | $13,353-94.4% | $9,460-92.1% | $13,390-94.4% |