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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 | $92,259 | $56,894+62.2% | $84,753+8.9% | $62,881+46.7% |
| Participation rate | 25.3% | 68.5%-43.3pp | 76.6%-51.3pp | 69.3%-44.0pp |
| Annual return | 6.31% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,057 | $2,400-56.0% | $3,574-70.4% | $2,281-53.7% |
| Participant deferral / active EE | $982 | $2,709-63.8% | $3,712-73.5% | $3,203-69.3% |
| Admin fee / account holder | $852 | $3,581-76.2% | $5,333-84.0% | $4,296-80.2% |