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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 | $30,824 | $95,762-67.8% | $379,746-91.9% | $79,852-61.4% |
| Participation rate | 54.0% | 74.0%-20.0pp | 78.4%-24.4pp | 69.6%-15.6pp |
| Annual return | 13.58% | 18.26%-4.7pp | 34.90%-21.3pp | 31.72%-18.1pp |
| Employer contribution / active EE | $705 | $2,695-73.8% | $3,540-80.1% | $2,471-71.5% |
| Participant deferral / active EE | $1,797 | $4,705-61.8% | $6,024-70.2% | $3,740-52.0% |
| Admin fee / account holder | $819 | $6,745-87.9% | $7,927-89.7% | $5,306-84.6% |