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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 | $14,435 | $102,609-85.9% | $98,090-85.3% | $138,895-89.6% |
| Participation rate | 25.0% | 82.8%-57.8pp | 81.5%-56.5pp | 79.9%-54.9pp |
| Annual return | 25.58% | 36.44%-10.9pp | 37.05%-11.5pp | 145.39%-119.8pp |
| Employer contribution / active EE | $975 | $3,867-74.8% | $3,606-73.0% | $4,194-76.8% |
| Participant deferral / active EE | $1,680 | $8,167-79.4% | $7,845-78.6% | $6,396-73.7% |
| Admin fee / account holder | $1,393 | $11,434-87.8% | $11,815-88.2% | $12,562-88.9% |