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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 | $28,431 | $99,875-71.5% | $146,866-80.6% | $86,983-67.3% |
| Participation rate | 58.1% | 75.8%-17.7pp | 82.5%-24.4pp | 69.5%-11.5pp |
| Annual return | 21.83% | 28.10%-6.3pp | 102.85%-81.0pp | 25.83%-4.0pp |
| Employer contribution / active EE | $1,134 | $3,224-64.8% | $4,425-74.4% | $2,584-56.1% |
| Participant deferral / active EE | $2,056 | $6,322-67.5% | $7,759-73.5% | $4,194-51.0% |
| Admin fee / account holder | $1,138 | $7,838-85.5% | $13,620-91.6% | $7,856-85.5% |