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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 | $27,073 | $110,240-75.4% | $96,544-72.0% | $139,487-80.6% |
| Participation rate | 30.8% | 78.1%-47.4pp | 76.0%-45.2pp | 80.3%-49.6pp |
| Annual return | 13.96% | 26.41%-12.5pp | 25.88%-11.9pp | 373.84%-359.9pp |
| Employer contribution / active EE | $939 | $3,622-74.1% | $2,966-68.3% | $4,755-80.2% |
| Participant deferral / active EE | $1,474 | $5,549-73.4% | $4,851-69.6% | $6,713-78.0% |
| Admin fee / account holder | $1,096 | $11,602-90.6% | $8,254-86.7% | $11,407-90.4% |