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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 | $12,309 | $77,908-84.2% | $149,696-91.8% | $75,173-83.6% |
| Participation rate | 25.0% | 65.6%-40.6pp | 78.8%-53.8pp | 67.2%-42.2pp |
| Annual return | 17.48% | 31.73%-14.2pp | 134.46%-117.0pp | 160.72%-143.2pp |
| Employer contribution / active EE | $544 | $3,138-82.7% | $4,821-88.7% | $2,671-79.6% |
| Participant deferral / active EE | $607 | $3,411-82.2% | $5,682-89.3% | $4,126-85.3% |
| Admin fee / account holder | $1,098 | $5,950-81.5% | $13,212-91.7% | $5,651-80.6% |