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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 | $57,590-83.0% | $86,233-88.6% | $82,448-88.1% |
| Participation rate | 33.3% | 57.9%-24.5pp | 69.0%-35.7pp | 68.1%-34.7pp |
| Annual return | 14.54% | 22.41%-7.9pp | 61.39%-46.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $472 | $1,655-71.5% | $2,504-81.1% | $2,551-81.5% |
| Participant deferral / active EE | $745 | $3,080-75.8% | $4,559-83.7% | $4,139-82.0% |
| Admin fee / account holder | $2,082 | $4,730-56.0% | $8,342-75.0% | $7,234-71.2% |