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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 | $15,525 | $76,407-79.7% | $150,298-89.7% | $82,448-81.2% |
| Participation rate | 61.8% | 66.4%-4.6pp | 77.8%-16.0pp | 68.1%-6.3pp |
| Annual return | 15.39% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $572 | $2,614-78.1% | $4,154-86.2% | $2,551-77.6% |
| Participant deferral / active EE | $716 | $3,214-77.7% | $5,453-86.9% | $4,139-82.7% |
| Admin fee / account holder | $1,845 | $6,352-70.9% | $14,116-86.9% | $7,234-74.5% |