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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 | $25,684 | $106,749-75.9% | $145,433-82.3% | $82,448-68.8% |
| Participation rate | 58.3% | 75.6%-17.3pp | 82.1%-23.8pp | 68.1%-9.7pp |
| Annual return | 25.98% | 27.59%-1.6pp | 66.58%-40.6pp | 41.64%-15.7pp |
| Employer contribution / active EE | $1,104 | $3,444-68.0% | $4,554-75.8% | $2,551-56.7% |
| Participant deferral / active EE | $2,379 | $6,519-63.5% | $7,897-69.9% | $4,139-42.5% |
| Admin fee / account holder | $1,209 | $8,390-85.6% | $13,129-90.8% | $7,234-83.3% |