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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 | $9,019 | $45,312-80.1% | $86,233-89.5% | $67,986-86.7% |
| Participation rate | 22.7% | 42.4%-19.7pp | 69.0%-46.3pp | 57.2%-34.5pp |
| Annual return | 17.76% | 24.79%-7.0pp | 61.39%-43.6pp | 31.67%-13.9pp |
| Employer contribution / active EE | $330 | $1,160-71.6% | $2,504-86.8% | $2,019-83.7% |
| Participant deferral / active EE | $458 | $2,185-79.0% | $4,559-90.0% | $3,358-86.4% |
| Admin fee / account holder | $3,125 | $3,295-5.2% | $8,342-62.5% | $3,203-2.4% |