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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 | $28,751 | $71,057-59.5% | $93,654-69.3% | $80,874-64.5% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.6%+0.4pp |
| Annual return | 12.45% | 11.26%+1.2pp | 133.34%-120.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,000 | $1,564+27.9% | $2,421-17.4% | $2,756-27.4% |
| Participant deferral / active EE | $574 | $4,034-85.8% | $4,413-87.0% | $4,297-86.6% |
| Admin fee / account holder | $786 | $6,944-88.7% | $8,282-90.5% | $6,935-88.7% |