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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 | $17,859 | $211,239-91.5% | $178,528-90.0% | $145,877-87.8% |
| Participation rate | 27.3% | 80.8%-53.5pp | 77.1%-49.8pp | 80.3%-53.0pp |
| Annual return | 9.20% | 30.22%-21.0pp | 27.11%-17.9pp | 551.28%-542.1pp |
| Employer contribution / active EE | $636 | $4,570-86.1% | $3,950-83.9% | $4,663-86.4% |
| Participant deferral / active EE | $1,184 | $6,963-83.0% | $6,278-81.1% | $6,691-82.3% |
| Admin fee / account holder | $3,587 | $12,095-70.3% | $10,419-65.6% | $13,402-73.2% |