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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 | $11,755 | $81,331-85.5% | $155,534-92.4% | $80,935-85.5% |
| Participation rate | 20.0% | 66.3%-46.3pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 12.51% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $437 | $3,105-85.9% | $4,675-90.7% | $2,757-84.2% |
| Participant deferral / active EE | $705 | $3,454-79.6% | $5,630-87.5% | $4,299-83.6% |
| Admin fee / account holder | $3,600 | $7,999-55.0% | $15,900-77.4% | $6,924-48.0% |