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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 | $11,037 | $102,245-89.2% | $89,340-87.6% | $137,256-92.0% |
| Participation rate | 42.9% | 74.9%-32.0pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 20.88% | 21.89%-1.0pp | 20.57%+0.3pp | 220.34%-199.5pp |
| Employer contribution / active EE | $561 | $2,529-77.8% | $2,231-74.9% | $4,156-86.5% |
| Participant deferral / active EE | $788 | $4,436-82.2% | $3,823-79.4% | $6,407-87.7% |
| Admin fee / account holder | $406 | $8,085-95.0% | $6,704-93.9% | $12,270-96.7% |