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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 | $45,734 | $96,731-52.7% | $123,973-63.1% | $86,983-47.4% |
| Participation rate | 65.4% | 70.0%-4.6pp | 76.7%-11.3pp | 69.5%-4.2pp |
| Annual return | 14.94% | 17.33%-2.4pp | 388.13%-373.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $1,019 | $3,297-69.1% | $4,126-75.3% | $2,584-60.6% |
| Participant deferral / active EE | $1,557 | $4,152-62.5% | $5,247-70.3% | $4,194-62.9% |
| Admin fee / account holder | $1,074 | $8,722-87.7% | $11,799-90.9% | $7,856-86.3% |