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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 | $29,332 | $129,737-77.4% | $119,126-75.4% | $154,746-81.0% |
| Participation rate | 39.1% | 78.9%-39.7pp | 75.8%-36.6pp | 80.7%-41.6pp |
| Annual return | 17.49% | 379.08%-361.6pp | 282.11%-264.6pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,118 | $4,375-74.5% | $4,034-72.3% | $4,379-74.5% |
| Participant deferral / active EE | $1,612 | $5,842-72.4% | $5,318-69.7% | $6,730-76.0% |
| Admin fee / account holder | $584 | $11,961-95.1% | $10,693-94.5% | $14,365-95.9% |