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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 | $8,915 | $97,125-90.8% | $86,233-89.7% | $137,256-93.5% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.0%-14.5pp | 80.0%-25.4pp |
| Annual return | 24.48% | 74.19%-49.7pp | 61.39%-36.9pp | 220.34%-195.9pp |
| Employer contribution / active EE | $652 | $2,841-77.0% | $2,504-73.9% | $4,156-84.3% |
| Participant deferral / active EE | $683 | $5,180-86.8% | $4,559-85.0% | $6,407-89.3% |
| Admin fee / account holder | $481 | $9,725-95.1% | $8,342-94.2% | $12,270-96.1% |