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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 | $28,887 | $80,992-64.3% | $96,534-70.1% | $75,173-61.6% |
| Participation rate | 39.3% | 71.8%-32.4pp | 76.0%-36.6pp | 67.2%-27.9pp |
| Annual return | 18.39% | 27.05%-8.7pp | 25.88%-7.5pp | 160.72%-142.3pp |
| Employer contribution / active EE | $942 | $2,283-58.7% | $2,965-68.2% | $2,671-64.7% |
| Participant deferral / active EE | $1,692 | $3,929-56.9% | $4,851-65.1% | $4,126-59.0% |
| Admin fee / account holder | $3,457 | $6,717-48.5% | $8,253-58.1% | $5,651-38.8% |