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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 | $9,640 | $37,436-74.2% | $77,513-87.6% | $79,858-87.9% |
| Participation rate | 28.8% | 41.5%-12.8pp | 54.2%-25.4pp | 69.6%-40.9pp |
| Annual return | 15.05% | 39.75%-24.7pp | 54.81%-39.8pp | 31.72%-16.7pp |
| Employer contribution / active EE | $195 | $637-69.4% | $987-80.3% | $2,471-92.1% |
| Participant deferral / active EE | $261 | $1,261-79.3% | $1,861-86.0% | $3,740-93.0% |
| Admin fee / account holder | $445 | $2,505-82.2% | $2,859-84.4% | $5,306-91.6% |