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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 | $28,660 | $73,459-61.0% | $178,449-83.9% | $74,400-61.5% |
| Participation rate | 55.1% | 66.6%-11.5pp | 77.1%-22.0pp | 67.2%-12.1pp |
| Annual return | 12.94% | 17.50%-4.6pp | 27.09%-14.1pp | 1367.51%-1354.6pp |
| Employer contribution / active EE | $733 | $2,219-67.0% | $3,951-81.4% | $2,624-72.1% |
| Participant deferral / active EE | $1,232 | $4,515-72.7% | $6,277-80.4% | $4,348-71.7% |
| Admin fee / account holder | $1,577 | $1,812-13.0% | $10,362-84.8% | $1,944-18.9% |