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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 | $11,426 | $75,541-84.9% | $152,093-92.5% | $82,637-86.2% |
| Participation rate | 30.8% | 66.5%-35.8pp | 77.8%-47.0pp | 68.1%-37.3pp |
| Annual return | 22.07% | 32.56%-10.5pp | 66.36%-44.3pp | 53.51%-31.4pp |
| Employer contribution / active EE | $479 | $2,622-81.7% | $4,175-88.5% | $2,552-81.2% |
| Participant deferral / active EE | $661 | $3,206-79.4% | $5,451-87.9% | $4,126-84.0% |
| Admin fee / account holder | $761 | $6,405-88.1% | $14,497-94.7% | $7,339-89.6% |