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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 | $14,787 | $76,407-80.6% | $150,298-90.2% | $82,448-82.1% |
| Participation rate | 17.1% | 66.4%-49.3pp | 77.8%-60.7pp | 68.1%-51.0pp |
| Annual return | 21.73% | 39.99%-18.3pp | 62.79%-41.1pp | 41.64%-19.9pp |
| Employer contribution / active EE | $442 | $2,614-83.1% | $4,154-89.4% | $2,551-82.7% |
| Participant deferral / active EE | $786 | $3,214-75.5% | $5,453-85.6% | $4,139-81.0% |
| Admin fee / account holder | $3,912 | $6,352-38.4% | $14,116-72.3% | $7,234-45.9% |