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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 | $13,471 | $151,427-91.1% | $112,860-88.1% | $154,746-91.3% |
| Participation rate | 14.3% | 69.1%-54.8pp | 66.3%-52.0pp | 80.7%-66.4pp |
| Annual return | 20.93% | 30.95%-10.0pp | 35.26%-14.3pp | 172.34%-151.4pp |
| Employer contribution / active EE | $216 | $2,750-92.1% | $2,206-90.2% | $4,379-95.1% |
| Participant deferral / active EE | $226 | $4,285-94.7% | $3,493-93.5% | $6,730-96.6% |
| Admin fee / account holder | $490 | $7,369-93.4% | $6,841-92.8% | $14,365-96.6% |