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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 | $26,665 | $93,598-71.5% | $135,974-80.4% | $75,173-64.5% |
| Participation rate | 64.2% | 75.2%-11.0pp | 81.9%-17.8pp | 67.2%-3.1pp |
| Annual return | 18.89% | 30.89%-12.0pp | 68.30%-49.4pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,417 | $3,538-59.9% | $4,859-70.8% | $2,671-46.9% |
| Participant deferral / active EE | $2,323 | $6,405-63.7% | $7,760-70.1% | $4,126-43.7% |
| Admin fee / account holder | $947 | $6,978-86.4% | $10,767-91.2% | $5,651-83.2% |