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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 | $31,258 | $162,785-80.8% | $133,959-76.7% | $158,950-80.3% |
| Participation rate | 46.2% | 83.2%-37.1pp | 79.8%-33.7pp | 82.0%-35.8pp |
| Annual return | 18.49% | 41.94%-23.5pp | 45.09%-26.6pp | 302.91%-284.4pp |
| Employer contribution / active EE | $1,080 | $4,975-78.3% | $3,919-72.4% | $4,762-77.3% |
| Participant deferral / active EE | $1,342 | $5,910-77.3% | $5,047-73.4% | $5,983-77.6% |
| Admin fee / account holder | $863 | $11,738-92.6% | $8,928-90.3% | $11,248-92.3% |