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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 | $10,165 | $94,439-89.2% | $73,658-86.2% | $154,746-93.4% |
| Participation rate | 36.8% | 64.7%-27.8pp | 57.0%-20.2pp | 80.7%-43.9pp |
| Annual return | 13.72% | 28.25%-14.5pp | 29.72%-16.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $6 | $1,257-99.5% | $1,032-99.4% | $4,379-99.9% |
| Participant deferral / active EE | $137 | $2,527-94.6% | $2,062-93.4% | $6,730-98.0% |
| Admin fee / account holder | $620 | $3,843-83.9% | $3,357-81.5% | $14,365-95.7% |