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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 | $25,795 | $78,197-67.0% | $98,090-73.7% | $82,637-68.8% |
| Participation rate | 46.9% | 77.5%-30.5pp | 81.5%-34.6pp | 68.1%-21.1pp |
| Annual return | 16.68% | 40.25%-23.6pp | 37.05%-20.4pp | 53.51%-36.8pp |
| Employer contribution / active EE | $561 | $2,605-78.5% | $3,606-84.4% | $2,552-78.0% |
| Participant deferral / active EE | $1,941 | $6,636-70.7% | $7,845-75.3% | $4,126-53.0% |
| Admin fee / account holder | $1,602 | $14,832-89.2% | $11,815-86.4% | $7,339-78.2% |