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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 | $27,578 | $78,670-64.9% | $109,173-74.7% | $85,847-67.9% |
| Participation rate | 25.3% | 68.3%-43.0pp | 75.9%-50.6pp | 69.3%-44.0pp |
| Annual return | 15.19% | 25.09%-9.9pp | 25.75%-10.6pp | 318.61%-303.4pp |
| Employer contribution / active EE | $814 | $2,734-70.2% | $3,723-78.1% | $2,565-68.3% |
| Participant deferral / active EE | $1,456 | $3,467-58.0% | $4,654-68.7% | $3,952-63.2% |
| Admin fee / account holder | $465 | $5,469-91.5% | $6,755-93.1% | $6,261-92.6% |