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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 | $6,343 | $102,245-93.8% | $89,340-92.9% | $137,256-95.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 10.66% | 21.89%-11.2pp | 20.57%-9.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $134 | $2,529-94.7% | $2,231-94.0% | $4,156-96.8% |
| Participant deferral / active EE | $434 | $4,436-90.2% | $3,823-88.7% | $6,407-93.2% |
| Admin fee / account holder | $336 | $8,085-95.9% | $6,704-95.0% | $12,270-97.3% |