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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 | $25,431 | $93,598-72.8% | $135,974-81.3% | $75,173-66.2% |
| Participation rate | 40.4% | 75.2%-34.8pp | 81.9%-41.5pp | 67.2%-26.8pp |
| Annual return | 25.49% | 30.89%-5.4pp | 68.30%-42.8pp | 160.72%-135.2pp |
| Employer contribution / active EE | $1,104 | $3,538-68.8% | $4,859-77.3% | $2,671-58.7% |
| Participant deferral / active EE | $1,891 | $6,405-70.5% | $7,760-75.6% | $4,126-54.2% |
| Admin fee / account holder | $346 | $6,978-95.0% | $10,767-96.8% | $5,651-93.9% |