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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 | $23,037 | $127,387-81.9% | $115,038-80.0% | $125,389-81.6% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | 2.40% | 31.28%-28.9pp | 26.14%-23.7pp | 282.24%-279.8pp |
| Employer contribution / active EE | $1,315 | $5,166-74.6% | $4,608-71.5% | $4,866-73.0% |
| Participant deferral / active EE | $1,682 | $6,423-73.8% | $6,026-72.1% | $5,352-68.6% |
| Admin fee / account holder | $510 | $9,516-94.6% | $8,175-93.8% | $9,541-94.7% |