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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 | $9,692 | $55,889-82.7% | $76,119-87.3% | $80,935-88.0% |
| Participation rate | 38.3% | 62.1%-23.8pp | 69.1%-30.8pp | 67.7%-29.4pp |
| Annual return | 11.78% | 20.58%-8.8pp | 361.25%-349.5pp | 35.66%-23.9pp |
| Employer contribution / active EE | $501 | $1,866-73.1% | $2,693-81.4% | $2,757-81.8% |
| Participant deferral / active EE | $856 | $3,051-71.9% | $4,259-79.9% | $4,299-80.1% |
| Admin fee / account holder | $940 | $5,241-82.1% | $6,421-85.4% | $6,924-86.4% |