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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 | $25,513 | $81,487-68.7% | $102,412-75.1% | $80,935-68.5% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.7%+1.6pp |
| Annual return | 11.93% | 25.60%-13.7pp | 24.94%-13.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,929 | $3,103-37.8% | $3,870-50.2% | $2,757-30.0% |
| Participant deferral / active EE | $473 | $3,871-87.8% | $5,060-90.7% | $4,299-89.0% |
| Admin fee / account holder | $2,450 | $6,717-63.5% | $8,388-70.8% | $6,924-64.6% |