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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 | $74,485 | $111,814-33.4% | $103,378-27.9% | $145,978-49.0% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 15.03% | 24.80%-9.8pp | 24.91%-9.9pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,022 | $4,215-75.8% | $3,870-73.6% | $4,662-78.1% |
| Participant deferral / active EE | $1,502 | $5,618-73.3% | $5,058-70.3% | $6,690-77.5% |
| Admin fee / account holder | $4,775 | $9,764-51.1% | $8,401-43.2% | $13,400-64.4% |