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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 | $14,584 | $96,524-84.9% | $75,900-80.8% | $152,909-90.5% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.3%-12.1pp | 82.5%-25.3pp |
| Annual return | 20.85% | 33.93%-13.1pp | 30.73%-9.9pp | 345.46%-324.6pp |
| Employer contribution / active EE | $621 | $3,311-81.2% | $2,501-75.2% | $4,764-87.0% |
| Participant deferral / active EE | $663 | $4,554-85.4% | $3,604-81.6% | $5,851-88.7% |
| Admin fee / account holder | $4,244 | $8,082-47.5% | $5,421-21.7% | $11,601-63.4% |