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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 | $28,466 | $97,289-70.7% | $92,805-69.3% | $155,188-81.7% |
| Participation rate | 25.0% | 84.2%-59.2pp | 83.5%-58.5pp | 80.8%-55.8pp |
| Annual return | 21.56% | 29.03%-7.5pp | 31.59%-10.0pp | 148.84%-127.3pp |
| Employer contribution / active EE | $912 | $3,632-74.9% | $3,424-73.4% | $4,248-78.5% |
| Participant deferral / active EE | $1,636 | $8,795-81.4% | $8,448-80.6% | $6,531-75.0% |
| Admin fee / account holder | $663 | $12,015-94.5% | $10,911-93.9% | $14,480-95.4% |