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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 | $74,225 | $117,846-37.0% | $102,434-27.5% | $145,884-49.1% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 9.25% | 31.90%-22.6pp | 29.46%-20.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,285 | $3,615-64.4% | $3,023-57.5% | $4,662-72.4% |
| Participant deferral / active EE | $1,699 | $5,733-70.4% | $5,055-66.4% | $6,690-74.6% |
| Admin fee / account holder | $1,361 | $13,356-89.8% | $9,462-85.6% | $13,392-89.8% |