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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 | $14,031 | $106,247-86.8% | $96,515-85.5% | $139,466-89.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 23.11% | 38.47%-15.4pp | 35.73%-12.6pp | 373.66%-350.6pp |
| Employer contribution / active EE | $1,027 | $4,106-75.0% | $3,740-72.5% | $4,754-78.4% |
| Participant deferral / active EE | $1,313 | $5,456-75.9% | $4,880-73.1% | $6,712-80.4% |
| Admin fee / account holder | $1,592 | $7,885-79.8% | $6,735-76.4% | $11,409-86.0% |