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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 | $14,613 | $91,198-84.0% | $178,503-91.8% | $79,856-81.7% |
| Participation rate | 24.2% | 69.2%-45.0pp | 81.9%-57.7pp | 69.6%-45.4pp |
| Annual return | 20.77% | 24.20%-3.4pp | 151.12%-130.3pp | 31.71%-10.9pp |
| Employer contribution / active EE | $410 | $3,257-87.4% | $5,011-91.8% | $2,471-83.4% |
| Participant deferral / active EE | $883 | $3,237-72.7% | $5,202-83.0% | $3,741-76.4% |
| Admin fee / account holder | $789 | $6,748-88.3% | $13,987-94.4% | $5,306-85.1% |