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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 | $17,585 | $77,164-77.2% | $178,014-90.1% | $80,874-78.3% |
| Participation rate | 42.0% | 65.7%-23.7pp | 77.1%-35.1pp | 67.6%-25.6pp |
| Annual return | 13.17% | 18.09%-4.9pp | 294.80%-281.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $901 | $2,288-60.6% | $3,950-77.2% | $2,756-67.3% |
| Participant deferral / active EE | $1,261 | $4,408-71.4% | $6,276-79.9% | $4,297-70.7% |
| Admin fee / account holder | $1,560 | $7,164-78.2% | $10,362-84.9% | $6,935-77.5% |