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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 | $12,986 | $48,284-73.1% | $67,524-80.8% | $80,911-83.9% |
| Participation rate | 47.5% | 66.4%-18.9pp | 72.9%-25.4pp | 67.6%-20.1pp |
| Annual return | 13.97% | 18.27%-4.3pp | 3519.41%-3505.4pp | 35.63%-21.7pp |
| Employer contribution / active EE | $615 | $2,021-69.6% | $2,734-77.5% | $2,756-77.7% |
| Participant deferral / active EE | $151 | $2,927-94.8% | $4,001-96.2% | $4,297-96.5% |
| Admin fee / account holder | $2,485 | $3,688-32.6% | $4,001-37.9% | $6,935-64.2% |