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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 | $11,563 | $36,948-68.7% | $73,658-84.3% | $87,485-86.8% |
| Participation rate | 7.1% | 46.8%-39.7pp | 57.0%-49.9pp | 68.9%-61.8pp |
| Annual return | 20.15% | 28.64%-8.5pp | 29.72%-9.6pp | 26.06%-5.9pp |
| Employer contribution / active EE | $62 | $670-90.8% | $1,032-94.0% | $2,596-97.6% |
| Participant deferral / active EE | $176 | $1,379-87.2% | $2,062-91.4% | $4,274-95.9% |
| Admin fee / account holder | $755 | $2,531-70.2% | $3,357-77.5% | $7,775-90.3% |