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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 | $19,194 | $77,416-75.2% | $69,464-72.4% | $152,897-87.4% |
| Participation rate | 47.1% | 78.1%-31.0pp | 74.6%-27.5pp | 82.5%-35.4pp |
| Annual return | 15.07% | 39.08%-24.0pp | 28.98%-13.9pp | 345.43%-330.4pp |
| Employer contribution / active EE | $425 | $3,315-87.2% | $2,779-84.7% | $4,764-91.1% |
| Participant deferral / active EE | $662 | $4,413-85.0% | $3,536-81.3% | $5,851-88.7% |
| Admin fee / account holder | $2,792 | $6,208-55.0% | $3,840-27.3% | $11,599-75.9% |