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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 | $16,097 | $81,276-80.2% | $155,574-89.7% | $80,925-80.1% |
| Participation rate | 27.3% | 66.2%-39.0pp | 78.2%-50.9pp | 67.7%-40.4pp |
| Annual return | 12.24% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $587 | $3,103-81.1% | $4,676-87.4% | $2,756-78.7% |
| Participant deferral / active EE | $665 | $3,453-80.7% | $5,629-88.2% | $4,299-84.5% |
| Admin fee / account holder | $759 | $7,993-90.5% | $15,914-95.2% | $6,940-89.1% |