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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 | $11,806 | $112,729-89.5% | $98,716-88.0% | $137,256-91.4% |
| Participation rate | 31.3% | 74.2%-43.0pp | 69.3%-38.0pp | 80.0%-48.7pp |
| Annual return | 17.40% | 38.48%-21.1pp | 31.81%-14.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $566 | $2,725-79.2% | $2,279-75.1% | $4,156-86.4% |
| Participant deferral / active EE | $609 | $4,640-86.9% | $4,048-84.9% | $6,407-90.5% |
| Admin fee / account holder | $1,086 | $10,129-89.3% | $8,703-87.5% | $12,270-91.2% |