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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 | $23,490 | $77,472-69.7% | $100,415-76.6% | $80,959-71.0% |
| Participation rate | 53.3% | 76.9%-23.6pp | 81.5%-28.2pp | 67.7%-14.3pp |
| Annual return | 16.15% | 37.26%-21.1pp | 49.47%-33.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $638 | $2,800-77.2% | $3,943-83.8% | $2,757-76.9% |
| Participant deferral / active EE | $1,771 | $6,818-74.0% | $8,091-78.1% | $4,300-58.8% |
| Admin fee / account holder | $2,603 | $5,885-55.8% | $7,906-67.1% | $6,925-62.4% |