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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 | $33,196 | $81,487-59.3% | $102,412-67.6% | $80,935-59.0% |
| Participation rate | 43.9% | 66.8%-22.9pp | 74.5%-30.6pp | 67.7%-23.8pp |
| Annual return | 48.68% | 25.60%+23.1pp | 24.94%+23.7pp | 35.66%+13.0pp |
| Employer contribution / active EE | $1,062 | $3,103-65.8% | $3,870-72.6% | $2,757-61.5% |
| Participant deferral / active EE | $1,467 | $3,871-62.1% | $5,060-71.0% | $4,299-65.9% |
| Admin fee / account holder | $1,249 | $6,717-81.4% | $8,388-85.1% | $6,924-82.0% |