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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 | $60,374 | $100,970-40.2% | $96,576-37.5% | $137,256-56.0% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 15.66% | 38.16%-22.5pp | 38.47%-22.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $320 | $3,809-91.6% | $3,553-91.0% | $4,156-92.3% |
| Participant deferral / active EE | $400 | $8,286-95.2% | $7,956-95.0% | $6,407-93.8% |
| Admin fee / account holder | $373 | $11,312-96.7% | $11,381-96.7% | $12,270-97.0% |