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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 | $12,097 | $111,535-89.2% | $105,223-88.5% | $137,256-91.2% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 80.0%-44.2pp |
| Annual return | 30.03% | 237.85%-207.8pp | 180.65%-150.6pp | 220.34%-190.3pp |
| Employer contribution / active EE | $832 | $3,939-78.9% | $3,689-77.5% | $4,156-80.0% |
| Participant deferral / active EE | $1,411 | $5,500-74.4% | $5,072-72.2% | $6,407-78.0% |
| Admin fee / account holder | $812 | $9,721-91.6% | $8,859-90.8% | $12,270-93.4% |