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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 | $33,750 | $114,119-70.4% | $107,187-68.5% | $138,895-75.7% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.8pp | 79.9%-38.7pp |
| Annual return | 18.22% | 273.21%-255.0pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $864 | $4,059-78.7% | $3,782-77.1% | $4,194-79.4% |
| Participant deferral / active EE | $906 | $5,538-83.6% | $5,096-82.2% | $6,396-85.8% |
| Admin fee / account holder | $2,391 | $10,024-76.1% | $9,162-73.9% | $12,562-81.0% |