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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 | $31,393 | $100,970-68.9% | $96,576-67.5% | $137,256-77.1% |
| Participation rate | 30.8% | 82.6%-51.8pp | 81.4%-50.7pp | 80.0%-49.2pp |
| Annual return | 21.54% | 38.16%-16.6pp | 38.47%-16.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $840 | $3,809-77.9% | $3,553-76.4% | $4,156-79.8% |
| Participant deferral / active EE | $2,139 | $8,286-74.2% | $7,956-73.1% | $6,407-66.6% |
| Admin fee / account holder | $1,495 | $11,312-86.8% | $11,381-86.9% | $12,270-87.8% |