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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 | $38,586 | $78,682-51.0% | $109,188-64.7% | $85,851-55.1% |
| Participation rate | 67.4% | 68.3%-0.8pp | 75.9%-8.4pp | 69.3%-1.9pp |
| Annual return | 16.81% | 25.09%-8.3pp | 25.76%-8.9pp | 318.63%-301.8pp |
| Employer contribution / active EE | $11,266 | $2,734+312.1% | $3,723+202.6% | $2,565+339.1% |
| Participant deferral / active EE | $1,066 | $3,468-69.2% | $4,654-77.1% | $3,952-73.0% |
| Admin fee / account holder | $2,827 | $5,470-48.3% | $6,755-58.2% | $6,261-54.8% |