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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 | $22,955 | $77,901-70.5% | $149,717-84.7% | $75,181-69.5% |
| Participation rate | 25.4% | 65.6%-40.2pp | 78.8%-53.4pp | 67.2%-41.8pp |
| Annual return | 15.59% | 31.73%-16.1pp | 134.41%-118.8pp | 160.69%-145.1pp |
| Employer contribution / active EE | $949 | $3,137-69.7% | $4,820-80.3% | $2,671-64.5% |
| Participant deferral / active EE | $853 | $3,411-75.0% | $5,682-85.0% | $4,126-79.3% |
| Admin fee / account holder | $1,007 | $5,949-83.1% | $13,213-92.4% | $5,650-82.2% |