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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 | $35,804 | $105,856-66.2% | $90,161-60.3% | $147,586-75.7% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 12.93% | 37.63%-24.7pp | 34.89%-22.0pp | 578.59%-565.7pp |
| Employer contribution / active EE | $1,708 | $4,126-58.6% | $3,318-48.5% | $4,876-65.0% |
| Participant deferral / active EE | $1,534 | $5,733-73.2% | $5,287-71.0% | $5,439-71.8% |
| Admin fee / account holder | $7,051 | $8,046-12.4% | $5,943+18.6% | $10,886-35.2% |