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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 | $26,514 | $110,410-76.0% | $102,437-74.1% | $145,897-81.8% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 10.44% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,144 | $4,217-72.9% | $3,871-70.4% | $4,663-75.5% |
| Participant deferral / active EE | $1,163 | $5,622-79.3% | $5,060-77.0% | $6,689-82.6% |
| Admin fee / account holder | $14,086 | $9,745+44.5% | $8,388+67.9% | $13,390+5.2% |