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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 | $17,667 | $45,343-61.0% | $150,298-88.2% | $67,986-74.0% |
| Participation rate | 22.6% | 51.9%-29.3pp | 77.8%-55.2pp | 57.2%-34.7pp |
| Annual return | 17.79% | 33.28%-15.5pp | 62.79%-45.0pp | 31.67%-13.9pp |
| Employer contribution / active EE | $234 | $1,462-84.0% | $4,154-94.4% | $2,019-88.4% |
| Participant deferral / active EE | $456 | $2,055-77.8% | $5,453-91.6% | $3,358-86.4% |
| Admin fee / account holder | $609 | $2,250-72.9% | $14,116-95.7% | $3,203-81.0% |