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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 | $12,031 | $73,107-83.5% | $114,563-89.5% | $87,485-86.2% |
| Participation rate | 25.0% | 65.8%-40.8pp | 72.9%-47.9pp | 68.9%-43.9pp |
| Annual return | 16.99% | 19.47%-2.5pp | 241.09%-224.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $487 | $1,881-74.1% | $2,592-81.2% | $2,596-81.3% |
| Participant deferral / active EE | $569 | $3,144-81.9% | $4,142-86.3% | $4,274-86.7% |
| Admin fee / account holder | $3,559 | $5,770-38.3% | $7,623-53.3% | $7,775-54.2% |