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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 | $26,837 | $73,978-63.7% | $96,515-72.2% | $75,173-64.3% |
| Participation rate | 23.4% | 66.4%-43.0pp | 74.3%-50.9pp | 67.2%-43.8pp |
| Annual return | 19.50% | 26.72%-7.2pp | 35.73%-16.2pp | 160.72%-141.2pp |
| Employer contribution / active EE | $744 | $2,931-74.6% | $3,740-80.1% | $2,671-72.2% |
| Participant deferral / active EE | $979 | $3,660-73.3% | $4,880-79.9% | $4,126-76.3% |
| Admin fee / account holder | $8,549 | $5,219+63.8% | $6,735+26.9% | $5,651+51.3% |