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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 | $14,518 | $114,013-87.3% | $103,693-86.0% | $155,188-90.6% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.2pp | 80.8%-35.3pp |
| Annual return | 17.38% | 49.31%-31.9pp | 47.61%-30.2pp | 148.84%-131.5pp |
| Employer contribution / active EE | $457 | $3,131-85.4% | $2,920-84.4% | $4,248-89.2% |
| Participant deferral / active EE | $724 | $4,970-85.4% | $4,579-84.2% | $6,531-88.9% |
| Admin fee / account holder | $545 | $8,407-93.5% | $7,858-93.1% | $14,480-96.2% |