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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 | $9,965 | $55,889-82.2% | $76,119-86.9% | $80,935-87.7% |
| Participation rate | 18.9% | 62.1%-43.1pp | 69.1%-50.2pp | 67.7%-48.7pp |
| Annual return | 22.91% | 20.58%+2.3pp | 361.25%-338.3pp | 35.66%-12.7pp |
| Employer contribution / active EE | $465 | $1,866-75.1% | $2,693-82.7% | $2,757-83.1% |
| Participant deferral / active EE | $866 | $3,051-71.6% | $4,259-79.7% | $4,299-79.9% |
| Admin fee / account holder | $364 | $5,241-93.0% | $6,421-94.3% | $6,924-94.7% |