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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 | $26,954 | $93,598-71.2% | $135,974-80.2% | $75,173-64.1% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 21.54% | 30.89%-9.3pp | 68.30%-46.8pp | 160.72%-139.2pp |
| Employer contribution / active EE | $1,844 | $3,538-47.9% | $4,859-62.0% | $2,671-30.9% |
| Participant deferral / active EE | $2,447 | $6,405-61.8% | $7,760-68.5% | $4,126-40.7% |
| Admin fee / account holder | $1,205 | $6,978-82.7% | $10,767-88.8% | $5,651-78.7% |