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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 | $25,125 | $76,551-67.2% | $123,894-79.7% | $62,881-60.0% |
| Participation rate | 48.9% | 73.0%-24.1pp | 81.4%-32.5pp | 69.3%-20.4pp |
| Annual return | 6.36% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $863 | $2,882-70.1% | $4,617-81.3% | $2,281-62.2% |
| Participant deferral / active EE | $1,523 | $4,840-68.5% | $5,984-74.6% | $3,203-52.5% |
| Admin fee / account holder | $849 | $4,826-82.4% | $8,357-89.8% | $4,296-80.2% |