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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 | $17,208 | $99,345-82.7% | $84,753-79.7% | $273,972-93.7% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 5.37% | 22.93%-17.6pp | 22.78%-17.4pp | 41.46%-36.1pp |
| Employer contribution / active EE | $660 | $4,214-84.3% | $3,574-81.5% | $4,869-86.5% |
| Participant deferral / active EE | $910 | $4,270-78.7% | $3,712-75.5% | $5,287-82.8% |
| Admin fee / account holder | $1,634 | $6,645-75.4% | $5,333-69.4% | $10,133-83.9% |