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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 | $26,806 | $77,472-65.4% | $100,392-73.3% | $80,935-66.9% |
| Participation rate | 36.0% | 76.9%-40.9pp | 81.5%-45.5pp | 67.7%-31.7pp |
| Annual return | 13.23% | 37.26%-24.0pp | 49.45%-36.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $621 | $2,800-77.8% | $3,941-84.2% | $2,757-77.5% |
| Participant deferral / active EE | $2,133 | $6,818-68.7% | $8,090-73.6% | $4,299-50.4% |
| Admin fee / account holder | $2,688 | $5,885-54.3% | $7,904-66.0% | $6,924-61.2% |