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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 | $26,781 | $93,589-71.4% | $135,942-80.3% | $75,181-64.4% |
| Participation rate | 25.4% | 75.2%-49.8pp | 81.9%-56.5pp | 67.2%-41.8pp |
| Annual return | 18.01% | 30.90%-12.9pp | 68.28%-50.3pp | 160.69%-142.7pp |
| Employer contribution / active EE | $942 | $3,537-73.4% | $4,858-80.6% | $2,671-64.7% |
| Participant deferral / active EE | $1,267 | $6,405-80.2% | $7,759-83.7% | $4,126-69.3% |
| Admin fee / account holder | $2,232 | $6,977-68.0% | $10,764-79.3% | $5,650-60.5% |