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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 | $116,167-88.4% | $64,489-79.1% | $137,256-90.2% |
| Participation rate | 14.3% | 68.2%-53.9pp | 67.7%-53.4pp | 80.0%-65.7pp |
| Annual return | 20.93% | 36.55%-15.6pp | 55.03%-34.1pp | 220.34%-199.4pp |
| Employer contribution / active EE | $216 | $2,483-91.3% | $1,523-85.8% | $4,156-94.8% |
| Participant deferral / active EE | $226 | $4,215-94.6% | $2,778-91.9% | $6,407-96.5% |
| Admin fee / account holder | $490 | $6,188-92.1% | $4,260-88.5% | $12,270-96.0% |