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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 | $56,265 | $70,418-20.1% | $96,570-41.7% | $85,847-34.5% |
| Participation rate | 25.0% | 61.8%-36.8pp | 69.8%-44.8pp | 69.3%-44.3pp |
| Annual return | 11.35% | 18.59%-7.2pp | 37.79%-26.4pp | 318.61%-307.3pp |
| Employer contribution / active EE | $315 | $1,413-77.7% | $2,357-86.7% | $2,565-87.7% |
| Participant deferral / active EE | $805 | $2,894-72.2% | $3,849-79.1% | $3,952-79.6% |
| Admin fee / account holder | $639 | $4,995-87.2% | $6,182-89.7% | $6,261-89.8% |