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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 | $19,417 | $117,895-83.5% | $102,460-81.0% | $145,897-86.7% |
| Participation rate | 27.3% | 78.6%-51.4pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 11.64% | 31.92%-20.3pp | 29.47%-17.8pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,321 | $3,619-63.5% | $3,025-56.3% | $4,663-71.7% |
| Participant deferral / active EE | $1,529 | $5,736-73.3% | $5,056-69.8% | $6,689-77.1% |
| Admin fee / account holder | $3,367 | $13,353-74.8% | $9,460-64.4% | $13,390-74.9% |