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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 | $14,389 | $77,920-81.5% | $149,723-90.4% | $75,177-80.9% |
| Participation rate | 64.3% | 65.6%-1.3pp | 78.8%-14.5pp | 67.2%-2.9pp |
| Annual return | 15.31% | 31.72%-16.4pp | 134.50%-119.2pp | 160.75%-145.4pp |
| Employer contribution / active EE | $1,581 | $3,138-49.6% | $4,821-67.2% | $2,671-40.8% |
| Participant deferral / active EE | $743 | $3,411-78.2% | $5,682-86.9% | $4,126-82.0% |
| Admin fee / account holder | $1,033 | $5,951-82.6% | $13,215-92.2% | $5,651-81.7% |