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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 | $11,156 | $97,125-88.5% | $86,233-87.1% | $137,256-91.9% |
| Participation rate | 27.8% | 74.2%-46.4pp | 69.0%-41.2pp | 80.0%-52.2pp |
| Annual return | 18.59% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $476 | $2,841-83.2% | $2,504-81.0% | $4,156-88.5% |
| Participant deferral / active EE | $755 | $5,180-85.4% | $4,559-83.4% | $6,407-88.2% |
| Admin fee / account holder | $652 | $9,725-93.3% | $8,342-92.2% | $12,270-94.7% |