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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 | $58,057-83.1% | $97,032-89.9% | $86,983-88.7% |
| Participation rate | 33.3% | 60.4%-27.0pp | 71.6%-38.2pp | 69.5%-36.2pp |
| Annual return | 14.54% | 22.26%-7.7pp | 35.38%-20.8pp | 25.83%-11.3pp |
| Employer contribution / active EE | $472 | $1,663-71.6% | $2,629-82.0% | $2,584-81.7% |
| Participant deferral / active EE | $745 | $3,244-77.0% | $4,672-84.1% | $4,194-82.2% |
| Admin fee / account holder | $2,082 | $4,839-57.0% | $9,418-77.9% | $7,856-73.5% |