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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 | $10,526 | $77,908-86.5% | $149,696-93.0% | $75,173-86.0% |
| Participation rate | 17.9% | 65.6%-47.6pp | 78.8%-60.8pp | 67.2%-49.3pp |
| Annual return | 13.87% | 31.73%-17.9pp | 134.46%-120.6pp | 160.72%-146.9pp |
| Employer contribution / active EE | $402 | $3,138-87.2% | $4,821-91.7% | $2,671-85.0% |
| Participant deferral / active EE | $621 | $3,411-81.8% | $5,682-89.1% | $4,126-84.9% |
| Admin fee / account holder | $1,914 | $5,950-67.8% | $13,212-85.5% | $5,651-66.1% |