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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 | $25,612 | $65,364-60.8% | $92,909-72.4% | $72,975-64.9% |
| Participation rate | 37.0% | 68.3%-31.3pp | 76.0%-39.0pp | 69.5%-32.5pp |
| Annual return | 24.61% | 42.11%-17.5pp | 109.44%-84.8pp | 81.01%-56.4pp |
| Employer contribution / active EE | $617 | $2,594-76.2% | $3,653-83.1% | $2,440-74.7% |
| Participant deferral / active EE | $866 | $3,128-72.3% | $4,238-79.6% | $3,608-76.0% |
| Admin fee / account holder | $466 | $4,251-89.0% | $5,795-92.0% | $5,124-90.9% |