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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 | $62,385 | $124,351-49.8% | $109,188-42.9% | $167,553-62.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 11.08% | 26.04%-15.0pp | 25.76%-14.7pp | 478.89%-467.8pp |
| Employer contribution / active EE | $1,040 | $4,210-75.3% | $3,723-72.1% | $4,840-78.5% |
| Participant deferral / active EE | $1,387 | $5,257-73.6% | $4,654-70.2% | $6,343-78.1% |
| Admin fee / account holder | $437 | $7,975-94.5% | $6,755-93.5% | $12,316-96.5% |