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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 | $26,569 | $135,956-80.5% | $123,894-78.6% | $273,972-90.3% |
| Participation rate | 68.4% | 84.1%-15.6pp | 81.4%-13.0pp | 83.0%-14.6pp |
| Annual return | 4.25% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $3,739 | $5,170-27.7% | $4,617-19.0% | $4,869-23.2% |
| Participant deferral / active EE | $1,309 | $6,343-79.4% | $5,984-78.1% | $5,287-75.3% |
| Admin fee / account holder | $2,198 | $9,817-77.6% | $8,357-73.7% | $10,133-78.3% |