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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 | $13,515 | $47,848-71.8% | $81,473-83.4% | $70,126-80.7% |
| Participation rate | 9.5% | 58.3%-48.8pp | 68.0%-58.4pp | 69.5%-60.0pp |
| Annual return | 39.37% | 27.25%+12.1pp | 38.78%+0.6pp | 73.15%-33.8pp |
| Employer contribution / active EE | $315 | $1,527-79.3% | $2,568-87.7% | $2,343-86.5% |
| Participant deferral / active EE | $644 | $2,453-73.8% | $3,537-81.8% | $3,332-80.7% |
| Admin fee / account holder | $6,078 | $3,145+93.3% | $4,561+33.2% | $4,645+30.8% |