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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 | $73,532-61.0% | $178,540-83.9% | $74,459-61.5% |
| Participation rate | 55.1% | 66.6%-11.5pp | 77.1%-22.0pp | 67.2%-12.1pp |
| Annual return | 12.94% | 17.51%-4.6pp | 27.15%-14.2pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $733 | $2,221-67.0% | $3,953-81.5% | $2,626-72.1% |
| Participant deferral / active EE | $1,232 | $4,519-72.7% | $6,281-80.4% | $4,350-71.7% |
| Admin fee / account holder | $1,577 | $1,813-13.0% | $10,424-84.9% | $1,945-18.9% |