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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 | $25,430 | $81,504-68.8% | $102,437-75.2% | $80,959-68.6% |
| Participation rate | 32.4% | 66.9%-34.4pp | 74.5%-42.1pp | 67.7%-35.2pp |
| Annual return | 14.81% | 25.60%-10.8pp | 24.95%-10.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,234 | $3,104-28.0% | $3,871-42.3% | $2,757-19.0% |
| Participant deferral / active EE | $1,221 | $3,871-68.4% | $5,060-75.9% | $4,300-71.6% |
| Admin fee / account holder | $536 | $6,719-92.0% | $8,388-93.6% | $6,925-92.3% |