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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 | $20,372 | $45,343-55.1% | $150,298-86.4% | $67,986-70.0% |
| Participation rate | 11.5% | 51.9%-40.3pp | 77.8%-66.2pp | 57.2%-45.7pp |
| Annual return | 30.47% | 33.28%-2.8pp | 62.79%-32.3pp | 31.67%-1.2pp |
| Employer contribution / active EE | $312 | $1,462-78.6% | $4,154-92.5% | $2,019-84.5% |
| Participant deferral / active EE | $484 | $2,055-76.5% | $5,453-91.1% | $3,358-85.6% |
| Admin fee / account holder | $1,420 | $2,250-36.9% | $14,116-89.9% | $3,203-55.7% |