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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 | $28,318 | $93,598-69.7% | $135,974-79.2% | $75,173-62.3% |
| Participation rate | 54.3% | 75.2%-20.9pp | 81.9%-27.6pp | 67.2%-12.9pp |
| Annual return | 15.29% | 30.89%-15.6pp | 68.30%-53.0pp | 160.72%-145.4pp |
| Employer contribution / active EE | $825 | $3,538-76.7% | $4,859-83.0% | $2,671-69.1% |
| Participant deferral / active EE | $2,090 | $6,405-67.4% | $7,760-73.1% | $4,126-49.4% |
| Admin fee / account holder | $996 | $6,978-85.7% | $10,767-90.7% | $5,651-82.4% |