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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 | $12,830 | $107,733-88.1% | $92,985-86.2% | $154,746-91.7% |
| Participation rate | 63.6% | 74.6%-10.9pp | 69.5%-5.9pp | 80.7%-17.1pp |
| Annual return | 14.74% | 30.39%-15.7pp | 27.99%-13.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $816 | $3,126-73.9% | $2,662-69.3% | $4,379-81.4% |
| Participant deferral / active EE | $1,020 | $5,053-79.8% | $4,377-76.7% | $6,730-84.8% |
| Admin fee / account holder | $1,973 | $11,369-82.6% | $9,463-79.2% | $14,365-86.3% |