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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 | $104,650-90.3% | $83,854-87.9% | $155,188-93.5% |
| Participation rate | 36.8% | 65.1%-28.2pp | 59.1%-22.3pp | 80.8%-44.0pp |
| Annual return | 13.72% | 28.97%-15.2pp | 31.39%-17.7pp | 148.84%-135.1pp |
| Employer contribution / active EE | $6 | $1,196-99.5% | $1,017-99.4% | $4,248-99.9% |
| Participant deferral / active EE | $137 | $2,367-94.2% | $2,035-93.3% | $6,531-97.9% |
| Admin fee / account holder | $620 | $3,518-82.4% | $3,197-80.6% | $14,480-95.7% |