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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 | $13,736 | $81,331-83.1% | $155,534-91.2% | $80,935-83.0% |
| Participation rate | 29.6% | 66.3%-36.6pp | 78.2%-48.6pp | 67.7%-38.0pp |
| Annual return | 15.46% | 33.37%-17.9pp | 64.92%-49.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $466 | $3,105-85.0% | $4,675-90.0% | $2,757-83.1% |
| Participant deferral / active EE | $507 | $3,454-85.3% | $5,630-91.0% | $4,299-88.2% |
| Admin fee / account holder | $1,029 | $7,999-87.1% | $15,900-93.5% | $6,924-85.1% |