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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 | $28,494 | $106,749-73.3% | $145,433-80.4% | $82,448-65.4% |
| Participation rate | 63.9% | 75.6%-11.8pp | 82.1%-18.2pp | 68.1%-4.2pp |
| Annual return | 20.71% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,303 | $3,444-62.2% | $4,554-71.4% | $2,551-48.9% |
| Participant deferral / active EE | $2,239 | $6,519-65.7% | $7,897-71.7% | $4,139-45.9% |
| Admin fee / account holder | $373 | $8,390-95.6% | $13,129-97.2% | $7,234-94.8% |