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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 | $7,509 | $75,541-90.1% | $152,093-95.1% | $82,637-90.9% |
| Participation rate | 28.4% | 66.5%-38.2pp | 77.8%-49.4pp | 68.1%-39.7pp |
| Annual return | 33.59% | 32.56%+1.0pp | 66.36%-32.8pp | 53.51%-19.9pp |
| Employer contribution / active EE | $416 | $2,622-84.1% | $4,175-90.0% | $2,552-83.7% |
| Participant deferral / active EE | $547 | $3,206-82.9% | $5,451-90.0% | $4,126-86.7% |
| Admin fee / account holder | $713 | $6,405-88.9% | $14,497-95.1% | $7,339-90.3% |