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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 | $82,171 | $127,273-35.4% | $109,895-25.2% | $167,518-50.9% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.2%-57.6pp | 82.1%-65.4pp |
| Annual return | 9.67% | 22.97%-13.3pp | 29.46%-19.8pp | 478.71%-469.0pp |
| Employer contribution / active EE | $293 | $3,324-91.2% | $2,843-89.7% | $4,838-93.9% |
| Participant deferral / active EE | $375 | $4,515-91.7% | $4,049-90.8% | $6,342-94.1% |
| Admin fee / account holder | $7,608 | $7,117+6.9% | $6,067+25.4% | $12,312-38.2% |