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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 | $10,308 | $112,729-90.9% | $98,716-89.6% | $137,256-92.5% |
| Participation rate | 47.1% | 74.2%-27.2pp | 69.3%-22.2pp | 80.0%-32.9pp |
| Annual return | 15.44% | 38.48%-23.0pp | 31.81%-16.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $608 | $2,725-77.7% | $2,279-73.3% | $4,156-85.4% |
| Participant deferral / active EE | $1,004 | $4,640-78.4% | $4,048-75.2% | $6,407-84.3% |
| Admin fee / account holder | $4,134 | $10,129-59.2% | $8,703-52.5% | $12,270-66.3% |