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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 | $12,859 | $81,358-84.2% | $155,556-91.7% | $80,959-84.1% |
| Participation rate | 25.0% | 66.3%-41.3pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 14.72% | 33.39%-18.7pp | 64.84%-50.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $433 | $3,106-86.1% | $4,675-90.7% | $2,757-84.3% |
| Participant deferral / active EE | $767 | $3,455-77.8% | $5,631-86.4% | $4,300-82.2% |
| Admin fee / account holder | $1,364 | $7,994-82.9% | $15,885-91.4% | $6,925-80.3% |