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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 | $25,643 | $88,996-71.2% | $78,004-67.1% | $138,895-81.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 14.66% | 28.03%-13.4pp | 31.07%-16.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,116 | $2,917-61.7% | $2,469-54.8% | $4,194-73.4% |
| Participant deferral / active EE | $648 | $4,724-86.3% | $4,092-84.2% | $6,396-89.9% |
| Admin fee / account holder | $1,198 | $8,807-86.4% | $7,578-84.2% | $12,562-90.5% |