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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 | $26,458 | $93,598-71.7% | $135,974-80.5% | $75,173-64.8% |
| Participation rate | 32.4% | 75.2%-42.8pp | 81.9%-49.6pp | 67.2%-34.9pp |
| Annual return | 20.80% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $1,146 | $3,538-67.6% | $4,859-76.4% | $2,671-57.1% |
| Participant deferral / active EE | $2,083 | $6,405-67.5% | $7,760-73.2% | $4,126-49.5% |
| Admin fee / account holder | $4,880 | $6,978-30.1% | $10,767-54.7% | $5,651-13.6% |