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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 | $29,489 | $93,598-68.5% | $135,974-78.3% | $75,173-60.8% |
| Participation rate | 63.3% | 75.2%-11.9pp | 81.9%-18.6pp | 67.2%-3.9pp |
| Annual return | 18.75% | 30.89%-12.1pp | 68.30%-49.6pp | 160.72%-142.0pp |
| Employer contribution / active EE | $965 | $3,538-72.7% | $4,859-80.1% | $2,671-63.9% |
| Participant deferral / active EE | $1,857 | $6,405-71.0% | $7,760-76.1% | $4,126-55.0% |
| Admin fee / account holder | $2,590 | $6,978-62.9% | $10,767-75.9% | $5,651-54.2% |