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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 | $9,793 | $58,848-83.4% | $88,179-88.9% | $82,637-88.1% |
| Participation rate | 33.3% | 57.9%-24.6pp | 69.1%-35.8pp | 68.1%-34.7pp |
| Annual return | 14.54% | 22.76%-8.2pp | 64.97%-50.4pp | 53.51%-39.0pp |
| Employer contribution / active EE | $472 | $1,678-71.9% | $2,549-81.5% | $2,552-81.5% |
| Participant deferral / active EE | $745 | $3,124-76.2% | $4,614-83.9% | $4,126-81.9% |
| Admin fee / account holder | $2,082 | $4,795-56.6% | $7,673-72.9% | $7,339-71.6% |