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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 | $151,427-93.0% | $112,860-90.6% | $154,746-93.2% |
| Participation rate | 62.5% | 69.1%-6.6pp | 66.3%-3.8pp | 80.7%-18.2pp |
| Annual return | 14.38% | 30.95%-16.6pp | 35.26%-20.9pp | 172.34%-158.0pp |
| Employer contribution / active EE | $172 | $2,750-93.8% | $2,206-92.2% | $4,379-96.1% |
| Participant deferral / active EE | $208 | $4,285-95.1% | $3,493-94.0% | $6,730-96.9% |
| Admin fee / account holder | $2,634 | $7,369-64.3% | $6,841-61.5% | $14,365-81.7% |