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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 | $13,515 | $63,354-78.7% | $94,105-85.6% | $82,637-83.6% |
| Participation rate | 25.0% | 63.8%-38.8pp | 71.9%-46.9pp | 68.1%-43.1pp |
| Annual return | 19.20% | 34.36%-15.2pp | 204.55%-185.4pp | 53.51%-34.3pp |
| Employer contribution / active EE | $437 | $1,760-75.1% | $2,504-82.5% | $2,552-82.9% |
| Participant deferral / active EE | $542 | $2,873-81.1% | $3,881-86.0% | $4,126-86.9% |
| Admin fee / account holder | $1,113 | $5,073-78.1% | $6,199-82.0% | $7,339-84.8% |