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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 | $15,844 | $70,684-77.6% | $169,397-90.6% | $75,177-78.9% |
| Participation rate | 44.1% | 64.8%-20.7pp | 77.2%-33.1pp | 67.2%-23.1pp |
| Annual return | 18.04% | 36.38%-18.3pp | 406.23%-388.2pp | 160.75%-142.7pp |
| Employer contribution / active EE | $868 | $2,211-60.7% | $4,013-78.4% | $2,671-67.5% |
| Participant deferral / active EE | $1,375 | $4,310-68.1% | $6,223-77.9% | $4,126-66.7% |
| Admin fee / account holder | $2,327 | $5,404-56.9% | $9,017-74.2% | $5,651-58.8% |