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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 | $18,698 | $81,358-77.0% | $155,556-88.0% | $80,959-76.9% |
| Participation rate | 35.1% | 66.3%-31.1pp | 78.2%-43.1pp | 67.7%-32.5pp |
| Annual return | 20.83% | 33.39%-12.6pp | 64.84%-44.0pp | 35.67%-14.8pp |
| Employer contribution / active EE | $486 | $3,106-84.4% | $4,675-89.6% | $2,757-82.4% |
| Participant deferral / active EE | $725 | $3,455-79.0% | $5,631-87.1% | $4,300-83.1% |
| Admin fee / account holder | $2,180 | $7,994-72.7% | $15,885-86.3% | $6,925-68.5% |