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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 | $11,441 | $64,920-82.4% | $103,693-89.0% | $86,983-86.8% |
| Participation rate | 27.5% | 63.6%-36.1pp | 72.6%-45.1pp | 69.5%-42.0pp |
| Annual return | 19.25% | 30.29%-11.0pp | 47.61%-28.4pp | 25.83%-6.6pp |
| Employer contribution / active EE | $262 | $2,141-87.8% | $2,920-91.0% | $2,584-89.9% |
| Participant deferral / active EE | $612 | $3,241-81.1% | $4,579-86.6% | $4,194-85.4% |
| Admin fee / account holder | $854 | $6,191-86.2% | $7,858-89.1% | $7,856-89.1% |