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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 | $15,866 | $77,901-79.6% | $149,717-89.4% | $75,181-78.9% |
| Participation rate | 35.3% | 65.6%-30.3pp | 78.8%-43.5pp | 67.2%-31.9pp |
| Annual return | 14.80% | 31.73%-16.9pp | 134.41%-119.6pp | 160.69%-145.9pp |
| Employer contribution / active EE | $455 | $3,137-85.5% | $4,820-90.6% | $2,671-83.0% |
| Participant deferral / active EE | $541 | $3,411-84.1% | $5,682-90.5% | $4,126-86.9% |
| Admin fee / account holder | $1,203 | $5,949-79.8% | $13,213-90.9% | $5,650-78.7% |