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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 | $30,269 | $117,904-74.3% | $102,457-70.5% | $145,978-79.3% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 9.39% | 31.80%-22.4pp | 29.41%-20.0pp | 550.52%-541.1pp |
| Employer contribution / active EE | $878 | $3,613-75.7% | $3,022-70.9% | $4,662-81.2% |
| Participant deferral / active EE | $1,101 | $5,733-80.8% | $5,054-78.2% | $6,690-83.5% |
| Admin fee / account holder | $6,899 | $13,329-48.2% | $9,451-27.0% | $13,400-48.5% |