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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 | $11,591 | $112,729-89.7% | $98,716-88.3% | $137,256-91.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 15.57% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $506 | $2,725-81.4% | $2,279-77.8% | $4,156-87.8% |
| Participant deferral / active EE | $561 | $4,640-87.9% | $4,048-86.1% | $6,407-91.2% |
| Admin fee / account holder | $2,056 | $10,129-79.7% | $8,703-76.4% | $12,270-83.2% |