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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 | $10,808 | $57,590-81.2% | $86,233-87.5% | $82,448-86.9% |
| Participation rate | 18.2% | 57.9%-39.7pp | 69.0%-50.8pp | 68.1%-49.9pp |
| Annual return | 15.93% | 22.41%-6.5pp | 61.39%-45.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $313 | $1,655-81.1% | $2,504-87.5% | $2,551-87.7% |
| Participant deferral / active EE | $417 | $3,080-86.5% | $4,559-90.8% | $4,139-89.9% |
| Admin fee / account holder | $3,877 | $4,730-18.0% | $8,342-53.5% | $7,234-46.4% |