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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 | $13,087 | $77,908-83.2% | $149,696-91.3% | $75,173-82.6% |
| Participation rate | 63.4% | 65.6%-2.2pp | 78.8%-15.4pp | 67.2%-3.8pp |
| Annual return | 14.72% | 31.73%-17.0pp | 134.46%-119.7pp | 160.72%-146.0pp |
| Employer contribution / active EE | $429 | $3,138-86.3% | $4,821-91.1% | $2,671-83.9% |
| Participant deferral / active EE | $519 | $3,411-84.8% | $5,682-90.9% | $4,126-87.4% |
| Admin fee / account holder | $2,102 | $5,950-64.7% | $13,212-84.1% | $5,651-62.8% |