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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 | $39,448 | $117,895-66.5% | $102,460-61.5% | $145,897-73.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 11.27% | 31.92%-20.6pp | 29.47%-18.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,402 | $3,619-61.3% | $3,025-53.7% | $4,663-69.9% |
| Participant deferral / active EE | $1,762 | $5,736-69.3% | $5,056-65.1% | $6,689-73.7% |
| Admin fee / account holder | $2,290 | $13,353-82.9% | $9,460-75.8% | $13,390-82.9% |