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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 | $16,596 | $54,757-69.7% | $90,300-81.6% | $72,983-77.3% |
| Participation rate | 28.1% | 65.1%-37.0pp | 73.3%-45.1pp | 69.5%-41.4pp |
| Annual return | 21.11% | 30.63%-9.5pp | 78.11%-57.0pp | 81.01%-59.9pp |
| Employer contribution / active EE | $403 | $2,092-80.7% | $2,854-85.9% | $2,440-83.5% |
| Participant deferral / active EE | $539 | $2,887-81.3% | $3,884-86.1% | $3,608-85.1% |
| Admin fee / account holder | $1,605 | $3,972-59.6% | $5,353-70.0% | $5,124-68.7% |