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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 | $11,107 | $57,140-80.6% | $85,240-87.0% | $80,959-86.3% |
| Participation rate | 12.7% | 56.4%-43.7pp | 67.5%-54.8pp | 67.7%-55.0pp |
| Annual return | 18.09% | 21.71%-3.6pp | 66.75%-48.7pp | 35.67%-17.6pp |
| Employer contribution / active EE | $458 | $1,802-74.6% | $2,735-83.2% | $2,757-83.4% |
| Participant deferral / active EE | $541 | $3,115-82.6% | $4,527-88.0% | $4,300-87.4% |
| Admin fee / account holder | $1,102 | $4,992-77.9% | $6,165-82.1% | $6,925-84.1% |