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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 | $35,479 | $108,825-67.4% | $156,181-77.3% | $82,448-57.0% |
| Participation rate | 32.1% | 72.4%-40.2pp | 78.8%-46.7pp | 68.1%-35.9pp |
| Annual return | 20.59% | 20.59%0pp | 64.87%-44.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,214 | $2,870-57.7% | $4,294-71.7% | $2,551-52.4% |
| Participant deferral / active EE | $1,599 | $4,577-65.1% | $6,132-73.9% | $4,139-61.4% |
| Admin fee / account holder | $880 | $9,341-90.6% | $14,586-94.0% | $7,234-87.8% |