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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 | $18,446 | $124,425-85.2% | $112,040-83.5% | $137,256-86.6% |
| Participation rate | 60.9% | 79.3%-18.4pp | 76.5%-15.6pp | 80.0%-19.1pp |
| Annual return | 18.78% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $953 | $3,411-72.1% | $2,954-67.7% | $4,156-77.1% |
| Participant deferral / active EE | $1,631 | $5,718-71.5% | $5,098-68.0% | $6,407-74.5% |
| Admin fee / account holder | $539 | $15,207-96.5% | $12,098-95.5% | $12,270-95.6% |