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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 | $13,994 | $81,331-82.8% | $155,534-91.0% | $80,935-82.7% |
| Participation rate | 22.1% | 66.3%-44.2pp | 78.2%-56.2pp | 67.7%-45.6pp |
| Annual return | 12.39% | 33.37%-21.0pp | 64.92%-52.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $530 | $3,105-82.9% | $4,675-88.7% | $2,757-80.8% |
| Participant deferral / active EE | $806 | $3,454-76.7% | $5,630-85.7% | $4,299-81.3% |
| Admin fee / account holder | $490 | $7,999-93.9% | $15,900-96.9% | $6,924-92.9% |