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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 | $14,762 | $111,535-86.8% | $105,223-86.0% | $137,256-89.2% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 17.09% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,003 | $3,939-74.5% | $3,689-72.8% | $4,156-75.9% |
| Participant deferral / active EE | $1,256 | $5,500-77.2% | $5,072-75.2% | $6,407-80.4% |
| Admin fee / account holder | $2,420 | $9,721-75.1% | $8,859-72.7% | $12,270-80.3% |