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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 | $18,896 | $81,331-76.8% | $155,534-87.9% | $80,935-76.7% |
| Participation rate | 32.2% | 66.3%-34.1pp | 78.2%-46.0pp | 67.7%-35.5pp |
| Annual return | 12.49% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $466 | $3,105-85.0% | $4,675-90.0% | $2,757-83.1% |
| Participant deferral / active EE | $817 | $3,454-76.3% | $5,630-85.5% | $4,299-81.0% |
| Admin fee / account holder | $521 | $7,999-93.5% | $15,900-96.7% | $6,924-92.5% |