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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 | $18,801 | $106,280-82.3% | $96,538-80.5% | $139,487-86.5% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 36.33% | 38.48%-2.2pp | 35.74%+0.6pp | 373.84%-337.5pp |
| Employer contribution / active EE | $887 | $4,107-78.4% | $3,740-76.3% | $4,755-81.3% |
| Participant deferral / active EE | $1,233 | $5,457-77.4% | $4,880-74.7% | $6,713-81.6% |
| Admin fee / account holder | $539 | $7,888-93.2% | $6,737-92.0% | $11,407-95.3% |