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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 | $9,946 | $45,343-78.1% | $150,298-93.4% | $67,986-85.4% |
| Participation rate | 14.4% | 51.9%-37.5pp | 77.8%-63.4pp | 57.2%-42.8pp |
| Annual return | 14.83% | 33.28%-18.5pp | 62.79%-48.0pp | 31.67%-16.8pp |
| Employer contribution / active EE | $286 | $1,462-80.4% | $4,154-93.1% | $2,019-85.8% |
| Participant deferral / active EE | $366 | $2,055-82.2% | $5,453-93.3% | $3,358-89.1% |
| Admin fee / account holder | $3,628 | $2,250+61.2% | $14,116-74.3% | $3,203+13.2% |