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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 | $23,976 | $110,337-78.3% | $102,383-76.6% | $145,877-83.6% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 10.57% | 24.83%-14.3pp | 24.94%-14.4pp | 551.28%-540.7pp |
| Employer contribution / active EE | $898 | $4,216-78.7% | $3,870-76.8% | $4,663-80.7% |
| Participant deferral / active EE | $1,510 | $5,621-73.1% | $5,060-70.2% | $6,691-77.4% |
| Admin fee / account holder | $884 | $9,750-90.9% | $8,391-89.5% | $13,402-93.4% |