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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 | $77,550 | $117,846-34.2% | $102,434-24.3% | $145,884-46.8% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 8.63% | 31.90%-23.3pp | 29.46%-20.8pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,272 | $3,615-64.8% | $3,023-57.9% | $4,662-72.7% |
| Participant deferral / active EE | $1,723 | $5,733-69.9% | $5,055-65.9% | $6,690-74.2% |
| Admin fee / account holder | $4,468 | $13,356-66.5% | $9,462-52.8% | $13,392-66.6% |