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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 | $47,241 | $162,821-71.0% | $133,978-64.7% | $158,982-70.3% |
| Participation rate | 29.4% | 83.2%-53.8pp | 79.8%-50.4pp | 82.0%-52.6pp |
| Annual return | 14.20% | 41.95%-27.7pp | 45.10%-30.9pp | 302.99%-288.8pp |
| Employer contribution / active EE | $978 | $4,976-80.3% | $3,919-75.0% | $4,763-79.5% |
| Participant deferral / active EE | $1,776 | $5,910-70.0% | $5,047-64.8% | $5,983-70.3% |
| Admin fee / account holder | $859 | $11,742-92.7% | $8,930-90.4% | $11,252-92.4% |