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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 | $31,570 | $80,763-60.9% | $102,412-69.2% | $74,459-57.6% |
| Participation rate | 40.6% | 65.7%-25.1pp | 74.5%-33.9pp | 67.2%-26.6pp |
| Annual return | 13.15% | 27.57%-14.4pp | 24.94%-11.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,064 | $3,160-66.3% | $3,870-72.5% | $2,626-59.5% |
| Participant deferral / active EE | $1,602 | $3,862-58.5% | $5,060-68.3% | $4,350-63.2% |
| Admin fee / account holder | $2,637 | $2,371+11.2% | $8,388-68.6% | $1,945+35.6% |