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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 | $27,958 | $100,970-72.3% | $96,576-71.1% | $137,256-79.6% |
| Participation rate | 54.5% | 82.6%-28.1pp | 81.4%-26.9pp | 80.0%-25.4pp |
| Annual return | 18.25% | 38.16%-19.9pp | 38.47%-20.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,031 | $3,809-46.7% | $3,553-42.8% | $4,156-51.1% |
| Participant deferral / active EE | $1,778 | $8,286-78.5% | $7,956-77.6% | $6,407-72.2% |
| Admin fee / account holder | $430 | $11,312-96.2% | $11,381-96.2% | $12,270-96.5% |