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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 | $11,103 | $172,111-93.5% | $150,298-92.6% | $137,256-91.9% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 15.79% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,196 | $4,636-74.2% | $4,154-71.2% | $4,156-71.2% |
| Participant deferral / active EE | $1,612 | $6,166-73.9% | $5,453-70.4% | $6,407-74.8% |
| Admin fee / account holder | $1,709 | $16,471-89.6% | $14,116-87.9% | $12,270-86.1% |