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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 | $87,166-85.3% | $76,735-83.3% | $137,256-90.7% |
| Participation rate | 63.6% | 74.4%-10.7pp | 69.5%-5.9pp | 80.0%-16.3pp |
| Annual return | 14.74% | 26.50%-11.8pp | 29.77%-15.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $816 | $2,904-71.9% | $2,454-66.7% | $4,156-80.4% |
| Participant deferral / active EE | $1,020 | $4,726-78.4% | $4,088-75.0% | $6,407-84.1% |
| Admin fee / account holder | $1,973 | $8,403-76.5% | $7,189-72.6% | $12,270-83.9% |