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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 | $21,612 | $76,407-71.7% | $150,298-85.6% | $82,448-73.8% |
| Participation rate | 17.0% | 66.4%-49.4pp | 77.8%-60.8pp | 68.1%-51.1pp |
| Annual return | 14.40% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $310 | $2,614-88.1% | $4,154-92.5% | $2,551-87.8% |
| Participant deferral / active EE | $642 | $3,214-80.0% | $5,453-88.2% | $4,139-84.5% |
| Admin fee / account holder | $498 | $6,352-92.2% | $14,116-96.5% | $7,234-93.1% |