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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 | $17,515 | $94,766-81.5% | $112,923-84.5% | $139,487-87.4% |
| Participation rate | 47.6% | 81.3%-33.7pp | 80.5%-32.9pp | 80.3%-32.7pp |
| Annual return | 15.02% | 40.96%-25.9pp | 34.13%-19.1pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,314 | $4,636-71.7% | $4,570-71.2% | $4,755-72.4% |
| Participant deferral / active EE | $1,511 | $6,523-76.8% | $6,520-76.8% | $6,713-77.5% |
| Admin fee / account holder | $337 | $8,529-96.0% | $7,046-95.2% | $11,407-97.0% |