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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 | $12,018 | $61,125-80.3% | $94,057-87.2% | $87,485-86.3% |
| Participation rate | 23.3% | 64.1%-40.8pp | 73.3%-50.1pp | 68.9%-45.7pp |
| Annual return | 15.14% | 35.20%-20.1pp | 480.62%-465.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $302 | $2,136-85.9% | $2,933-89.7% | $2,596-88.4% |
| Participant deferral / active EE | $528 | $3,260-83.8% | $4,709-88.8% | $4,274-87.6% |
| Admin fee / account holder | $1,366 | $5,629-75.7% | $7,244-81.1% | $7,775-82.4% |