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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 | $14,492 | $48,300-70.0% | $40,145,923-100.0% | $62,881-77.0% |
| Participation rate | 21.6% | 62.0%-40.4pp | 68.4%-46.8pp | 69.3%-47.7pp |
| Annual return | 8.38% | 6.95%+1.4pp | 5.24%+3.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $231 | $1,333-82.6% | $1,844-87.5% | $2,281-89.9% |
| Participant deferral / active EE | $435 | $2,388-81.8% | $2,591-83.2% | $3,203-86.4% |
| Admin fee / account holder | $889 | $2,919-69.6% | $2,903-69.4% | $4,296-79.3% |