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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 | $8,850 | $58,848-85.0% | $88,179-90.0% | $82,637-89.3% |
| Participation rate | 37.9% | 57.9%-20.0pp | 69.1%-31.2pp | 68.1%-30.1pp |
| Annual return | 21.17% | 22.76%-1.6pp | 64.97%-43.8pp | 53.51%-32.3pp |
| Employer contribution / active EE | $413 | $1,678-75.4% | $2,549-83.8% | $2,552-83.8% |
| Participant deferral / active EE | $680 | $3,124-78.2% | $4,614-85.3% | $4,126-83.5% |
| Admin fee / account holder | $1,651 | $4,795-65.6% | $7,673-78.5% | $7,339-77.5% |