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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 | $47,168 | $141,004-66.5% | $112,273-58.0% | $139,466-66.2% |
| Participation rate | 42.9% | 79.2%-36.4pp | 72.4%-29.6pp | 80.3%-37.5pp |
| Annual return | 15.74% | 32.75%-17.0pp | 30.23%-14.5pp | 373.66%-357.9pp |
| Employer contribution / active EE | $1,258 | $4,285-70.6% | $3,431-63.3% | $4,754-73.5% |
| Participant deferral / active EE | $1,283 | $5,878-78.2% | $4,800-73.3% | $6,712-80.9% |
| Admin fee / account holder | $4,810 | $9,959-51.7% | $7,752-37.9% | $11,409-57.8% |