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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 | $23,615 | $106,864-77.9% | $147,318-84.0% | $82,637-71.4% |
| Participation rate | 40.0% | 75.5%-35.5pp | 82.1%-42.1pp | 68.1%-28.1pp |
| Annual return | 18.65% | 27.49%-8.8pp | 70.43%-51.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,239 | $3,417-63.7% | $4,593-73.0% | $2,552-51.5% |
| Participant deferral / active EE | $2,283 | $6,496-64.9% | $7,906-71.1% | $4,126-44.7% |
| Admin fee / account holder | $548 | $8,415-93.5% | $13,708-96.0% | $7,339-92.5% |