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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 | $13,295 | $81,331-83.7% | $155,534-91.5% | $80,935-83.6% |
| Participation rate | 25.0% | 66.3%-41.3pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 16.70% | 33.37%-16.7pp | 64.92%-48.2pp | 35.66%-19.0pp |
| Employer contribution / active EE | $525 | $3,105-83.1% | $4,675-88.8% | $2,757-81.0% |
| Participant deferral / active EE | $794 | $3,454-77.0% | $5,630-85.9% | $4,299-81.5% |
| Admin fee / account holder | $532 | $7,999-93.3% | $15,900-96.7% | $6,924-92.3% |