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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 | $117,859-83.5% | $102,438-81.0% | $145,959-86.7% |
| Participation rate | 27.3% | 78.6%-51.3pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 11.64% | 31.72%-20.1pp | 29.37%-17.7pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,321 | $3,615-63.5% | $3,024-56.3% | $4,661-71.7% |
| Participant deferral / active EE | $1,529 | $5,732-73.3% | $5,054-69.7% | $6,689-77.1% |
| Admin fee / account holder | $3,367 | $13,318-74.7% | $9,448-64.4% | $13,398-74.9% |