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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 | $28,965 | $80,781-64.1% | $102,437-71.7% | $74,478-61.1% |
| Participation rate | 22.7% | 65.7%-43.0pp | 74.5%-51.8pp | 67.2%-44.5pp |
| Annual return | 19.84% | 27.58%-7.7pp | 24.95%-5.1pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $1,029 | $3,160-67.4% | $3,871-73.4% | $2,626-60.8% |
| Participant deferral / active EE | $1,181 | $3,862-69.4% | $5,060-76.7% | $4,350-72.9% |
| Admin fee / account holder | $442 | $2,372-81.4% | $8,388-94.7% | $1,946-77.3% |