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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 | $33,660 | $94,439-64.4% | $73,658-54.3% | $154,746-78.2% |
| Participation rate | 11.8% | 64.7%-52.9pp | 57.0%-45.3pp | 80.7%-68.9pp |
| Annual return | 9.66% | 28.25%-18.6pp | 29.72%-20.1pp | 172.34%-162.7pp |
| Employer contribution / active EE | $130 | $1,257-89.6% | $1,032-87.4% | $4,379-97.0% |
| Participant deferral / active EE | $163 | $2,527-93.5% | $2,062-92.1% | $6,730-97.6% |
| Admin fee / account holder | $344 | $3,843-91.1% | $3,357-89.8% | $14,365-97.6% |