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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 | $18,902 | $76,407-75.3% | $150,298-87.4% | $82,448-77.1% |
| Participation rate | 27.6% | 66.4%-38.8pp | 77.8%-50.2pp | 68.1%-40.5pp |
| Annual return | 14.83% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $390 | $2,614-85.1% | $4,154-90.6% | $2,551-84.7% |
| Participant deferral / active EE | $214 | $3,214-93.3% | $5,453-96.1% | $4,139-94.8% |
| Admin fee / account holder | $363 | $6,352-94.3% | $14,116-97.4% | $7,234-95.0% |