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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 | $15,513 | $97,125-84.0% | $86,233-82.0% | $137,256-88.7% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.0%-49.0pp | 80.0%-60.0pp |
| Annual return | 17.62% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $279 | $2,841-90.2% | $2,504-88.9% | $4,156-93.3% |
| Participant deferral / active EE | $338 | $5,180-93.5% | $4,559-92.6% | $6,407-94.7% |
| Admin fee / account holder | $336 | $9,725-96.5% | $8,342-96.0% | $12,270-97.3% |