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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 | $18,569 | $57,140-67.5% | $85,240-78.2% | $80,959-77.1% |
| Participation rate | 11.8% | 56.4%-44.6pp | 67.5%-55.8pp | 67.7%-55.9pp |
| Annual return | 11.03% | 21.71%-10.7pp | 66.75%-55.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $461 | $1,802-74.4% | $2,735-83.2% | $2,757-83.3% |
| Participant deferral / active EE | $665 | $3,115-78.7% | $4,527-85.3% | $4,300-84.5% |
| Admin fee / account holder | $1,911 | $4,992-61.7% | $6,165-69.0% | $6,925-72.4% |