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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 | $13,089 | $81,331-83.9% | $155,534-91.6% | $80,935-83.8% |
| Participation rate | 30.5% | 66.3%-35.7pp | 78.2%-47.7pp | 67.7%-37.2pp |
| Annual return | 12.08% | 33.37%-21.3pp | 64.92%-52.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $431 | $3,105-86.1% | $4,675-90.8% | $2,757-84.4% |
| Participant deferral / active EE | $621 | $3,454-82.0% | $5,630-89.0% | $4,299-85.6% |
| Admin fee / account holder | $2,124 | $7,999-73.4% | $15,900-86.6% | $6,924-69.3% |