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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 | $15,203 | $112,729-86.5% | $98,716-84.6% | $137,256-88.9% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 17.09% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $939 | $2,725-65.6% | $2,279-58.8% | $4,156-77.4% |
| Participant deferral / active EE | $1,070 | $4,640-76.9% | $4,048-73.6% | $6,407-83.3% |
| Admin fee / account holder | $638 | $10,129-93.7% | $8,703-92.7% | $12,270-94.8% |