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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 | $10,575 | $116,167-90.9% | $64,489-83.6% | $137,256-92.3% |
| Participation rate | 62.5% | 68.2%-5.7pp | 67.7%-5.2pp | 80.0%-17.5pp |
| Annual return | 14.38% | 36.55%-22.2pp | 55.03%-40.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $172 | $2,483-93.1% | $1,523-88.7% | $4,156-95.9% |
| Participant deferral / active EE | $208 | $4,215-95.1% | $2,778-92.5% | $6,407-96.8% |
| Admin fee / account holder | $2,634 | $6,188-57.4% | $4,260-38.2% | $12,270-78.5% |