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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 | $18,238 | $102,245-82.2% | $89,340-79.6% | $137,256-86.7% |
| Participation rate | 10.0% | 74.9%-64.9pp | 69.6%-59.6pp | 80.0%-70.0pp |
| Annual return | 11.96% | 21.89%-9.9pp | 20.57%-8.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $436 | $2,529-82.8% | $2,231-80.5% | $4,156-89.5% |
| Participant deferral / active EE | $556 | $4,436-87.5% | $3,823-85.5% | $6,407-91.3% |
| Admin fee / account holder | $7,551 | $8,085-6.6% | $6,704+12.6% | $12,270-38.5% |