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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 | $20,910 | $107,733-80.6% | $92,985-77.5% | $154,746-86.5% |
| Participation rate | 45.5% | 74.6%-29.1pp | 69.5%-24.0pp | 80.7%-35.2pp |
| Annual return | 19.31% | 30.39%-11.1pp | 27.99%-8.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $894 | $3,126-71.4% | $2,662-66.4% | $4,379-79.6% |
| Participant deferral / active EE | $1,049 | $5,053-79.2% | $4,377-76.0% | $6,730-84.4% |
| Admin fee / account holder | $2,643 | $11,369-76.7% | $9,463-72.1% | $14,365-81.6% |