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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 | $22,573 | $71,215-68.3% | $93,696-75.9% | $80,935-72.1% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.7%-10.5pp |
| Annual return | 10.53% | 11.27%-0.7pp | 133.74%-123.2pp | 35.66%-25.1pp |
| Employer contribution / active EE | $825 | $1,565-47.3% | $2,422-65.9% | $2,757-70.1% |
| Participant deferral / active EE | $1,140 | $4,037-71.8% | $4,417-74.2% | $4,299-73.5% |
| Admin fee / account holder | $2,691 | $6,958-61.3% | $8,287-67.5% | $6,924-61.1% |