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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 | $86,912 | $151,427-42.6% | $112,860-23.0% | $154,746-43.8% |
| Participation rate | 27.3% | 69.1%-41.9pp | 66.3%-39.0pp | 80.7%-53.4pp |
| Annual return | 10.82% | 30.95%-20.1pp | 35.26%-24.4pp | 172.34%-161.5pp |
| Employer contribution / active EE | $300 | $2,750-89.1% | $2,206-86.4% | $4,379-93.1% |
| Participant deferral / active EE | $426 | $4,285-90.1% | $3,493-87.8% | $6,730-93.7% |
| Admin fee / account holder | $1,056 | $7,369-85.7% | $6,841-84.6% | $14,365-92.6% |