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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 | $30,597 | $80,731-62.1% | $103,374-70.4% | $74,546-59.0% |
| Participation rate | 66.4% | 65.7%+0.7pp | 74.5%-8.1pp | 67.2%-0.8pp |
| Annual return | 15.04% | 27.56%-12.5pp | 24.89%-9.8pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $3,033 | $3,158-4.0% | $3,869-21.6% | $2,624+15.6% |
| Participant deferral / active EE | $1,148 | $3,860-70.3% | $5,058-77.3% | $4,347-73.6% |
| Admin fee / account holder | $2,736 | $2,369+15.5% | $8,394-67.4% | $1,944+40.8% |