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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 | $15,768 | $155,555-89.9% | $146,866-89.3% | $155,188-89.8% |
| Participation rate | 43.8% | 84.0%-40.2pp | 82.5%-38.8pp | 80.8%-37.1pp |
| Annual return | 21.75% | 115.41%-93.7pp | 102.85%-81.1pp | 148.84%-127.1pp |
| Employer contribution / active EE | $930 | $4,647-80.0% | $4,425-79.0% | $4,248-78.1% |
| Participant deferral / active EE | $2,432 | $8,044-69.8% | $7,759-68.7% | $6,531-62.8% |
| Admin fee / account holder | $377 | $14,755-97.4% | $13,620-97.2% | $14,480-97.4% |