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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 | $21,974 | $93,598-76.5% | $135,974-83.8% | $75,173-70.8% |
| Participation rate | 23.3% | 75.2%-51.9pp | 81.9%-58.6pp | 67.2%-43.9pp |
| Annual return | 25.49% | 30.89%-5.4pp | 68.30%-42.8pp | 160.72%-135.2pp |
| Employer contribution / active EE | $1,090 | $3,538-69.2% | $4,859-77.6% | $2,671-59.2% |
| Participant deferral / active EE | $1,883 | $6,405-70.6% | $7,760-75.7% | $4,126-54.4% |
| Admin fee / account holder | $1,745 | $6,978-75.0% | $10,767-83.8% | $5,651-69.1% |