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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 | $11,043 | $31,105-64.5% | $53,647-79.4% | $64,097-82.8% |
| Participation rate | 6.8% | 30.7%-23.9pp | 56.3%-49.5pp | 55.2%-48.4pp |
| Annual return | 15.84% | 22.54%-6.7pp | 358.33%-342.5pp | 34.64%-18.8pp |
| Employer contribution / active EE | $95 | $441-78.5% | $962-90.1% | $1,891-95.0% |
| Participant deferral / active EE | $119 | $896-86.7% | $1,813-93.4% | $3,080-96.1% |
| Admin fee / account holder | $429 | $2,195-80.5% | $2,460-82.6% | $3,454-87.6% |