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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 | $28,921 | $126,661-77.2% | $113,397-74.5% | $138,895-79.2% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.5%-32.1pp | 79.9%-35.5pp |
| Annual return | 16.25% | 25.05%-8.8pp | 23.20%-6.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $968 | $3,456-72.0% | $2,977-67.5% | $4,194-76.9% |
| Participant deferral / active EE | $1,314 | $5,693-76.9% | $5,076-74.1% | $6,396-79.5% |
| Admin fee / account holder | $2,774 | $14,549-80.9% | $11,957-76.8% | $12,562-77.9% |