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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 | $14,235 | $106,247-86.6% | $96,515-85.3% | $139,466-89.8% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 16.38% | 38.47%-22.1pp | 35.73%-19.3pp | 373.66%-357.3pp |
| Employer contribution / active EE | $6,891 | $4,106+67.8% | $3,740+84.3% | $4,754+45.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,737 | $7,885-65.3% | $6,735-59.4% | $11,409-76.0% |