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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 | $11,236 | $57,073-80.3% | $85,126-86.8% | $80,925-86.1% |
| Participation rate | 27.5% | 56.4%-28.9pp | 67.5%-40.0pp | 67.7%-40.2pp |
| Annual return | 15.87% | 21.69%-5.8pp | 66.63%-50.8pp | 35.65%-19.8pp |
| Employer contribution / active EE | $460 | $1,801-74.5% | $2,731-83.2% | $2,756-83.3% |
| Participant deferral / active EE | $601 | $3,113-80.7% | $4,523-86.7% | $4,299-86.0% |
| Admin fee / account holder | $650 | $4,988-87.0% | $6,160-89.5% | $6,940-90.6% |