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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 | $17,739 | $61,338-71.1% | $149,717-88.2% | $71,495-75.2% |
| Participation rate | 32.6% | 62.5%-29.9pp | 78.8%-46.2pp | 67.9%-35.3pp |
| Annual return | 22.42% | 35.86%-13.4pp | 134.41%-112.0pp | 28.85%-6.4pp |
| Employer contribution / active EE | $571 | $2,381-76.0% | $4,820-88.2% | $2,589-77.9% |
| Participant deferral / active EE | $736 | $2,919-74.8% | $5,682-87.0% | $4,291-82.8% |
| Admin fee / account holder | $866 | $1,263-31.5% | $13,213-93.4% | $1,588-45.5% |