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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 | $12,091 | $106,267-88.6% | $96,520-87.5% | $139,456-91.3% |
| Participation rate | 22.7% | 77.8%-55.1pp | 74.3%-51.6pp | 80.3%-57.6pp |
| Annual return | 15.65% | 38.45%-22.8pp | 35.72%-20.1pp | 373.45%-357.8pp |
| Employer contribution / active EE | $810 | $4,105-80.3% | $3,739-78.3% | $4,753-83.0% |
| Participant deferral / active EE | $1,186 | $5,454-78.2% | $4,879-75.7% | $6,711-82.3% |
| Admin fee / account holder | $1,774 | $7,882-77.5% | $6,733-73.7% | $11,407-84.4% |