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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 | $31,891 | $76,696-58.4% | $96,538-67.0% | $71,529-55.4% |
| Participation rate | 25.5% | 66.6%-41.0pp | 74.3%-48.8pp | 67.9%-42.4pp |
| Annual return | 15.00% | 48.32%-33.3pp | 35.74%-20.7pp | 28.97%-14.0pp |
| Employer contribution / active EE | $908 | $3,032-70.1% | $3,740-75.7% | $2,590-64.9% |
| Participant deferral / active EE | $1,386 | $3,770-63.2% | $4,880-71.6% | $4,291-67.7% |
| Admin fee / account holder | $1,439 | $2,030-29.1% | $6,737-78.6% | $1,588-9.4% |