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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 | $13,150 | $96,491-86.4% | $75,894-82.7% | $152,885-91.4% |
| Participation rate | 45.8% | 76.2%-30.4pp | 69.3%-23.5pp | 82.5%-36.6pp |
| Annual return | 16.95% | 33.98%-17.0pp | 30.76%-13.8pp | 345.39%-328.4pp |
| Employer contribution / active EE | $618 | $3,310-81.3% | $2,501-75.3% | $4,763-87.0% |
| Participant deferral / active EE | $1,060 | $4,553-76.7% | $3,603-70.6% | $5,851-81.9% |
| Admin fee / account holder | $2,424 | $8,079-70.0% | $5,420-55.3% | $11,598-79.1% |