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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 | $36,628 | $117,846-68.9% | $102,434-64.2% | $145,884-74.9% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 10.54% | 31.90%-21.4pp | 29.46%-18.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,053 | $3,615-70.9% | $3,023-65.2% | $4,662-77.4% |
| Participant deferral / active EE | $1,550 | $5,733-73.0% | $5,055-69.3% | $6,690-76.8% |
| Admin fee / account holder | $3,598 | $13,356-73.1% | $9,462-62.0% | $13,392-73.1% |