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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 | $26,925 | $110,379-75.6% | $102,412-73.7% | $145,884-81.5% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 13.84% | 24.84%-11.0pp | 24.94%-11.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,113 | $4,216-73.6% | $3,870-71.2% | $4,662-76.1% |
| Participant deferral / active EE | $1,319 | $5,622-76.5% | $5,060-73.9% | $6,690-80.3% |
| Admin fee / account holder | $3,993 | $9,745-59.0% | $8,388-52.4% | $13,392-70.2% |