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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 | $57,590-84.6% | $86,233-89.7% | $82,448-89.3% |
| Participation rate | 37.9% | 57.9%-19.9pp | 69.0%-31.1pp | 68.1%-30.1pp |
| Annual return | 21.17% | 22.41%-1.2pp | 61.39%-40.2pp | 41.64%-20.5pp |
| Employer contribution / active EE | $413 | $1,655-75.1% | $2,504-83.5% | $2,551-83.8% |
| Participant deferral / active EE | $680 | $3,080-77.9% | $4,559-85.1% | $4,139-83.6% |
| Admin fee / account holder | $1,651 | $4,730-65.1% | $8,342-80.2% | $7,234-77.2% |