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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 | $37,830 | $78,707-51.9% | $117,861-67.9% | $70,126-46.1% |
| Participation rate | 33.3% | 73.2%-39.9pp | 79.7%-46.3pp | 69.5%-36.2pp |
| Annual return | 17.85% | 23.30%-5.4pp | 335.11%-317.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $902 | $2,223-59.4% | $3,786-76.2% | $2,343-61.5% |
| Participant deferral / active EE | $1,229 | $3,297-62.7% | $4,482-72.6% | $3,332-63.1% |
| Admin fee / account holder | $8,923 | $5,066+76.2% | $8,021+11.3% | $4,645+92.1% |