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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 | $9,130 | $32,037-71.5% | $69,182-86.8% | $62,881-85.5% |
| Participation rate | 14.8% | 43.4%-28.7pp | 55.1%-40.4pp | 69.3%-54.6pp |
| Annual return | 6.35% | 15.16%-8.8pp | -21.93%+28.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $107 | $679-84.2% | $1,206-91.1% | $2,281-95.3% |
| Participant deferral / active EE | $215 | $1,185-81.9% | $1,897-88.7% | $3,203-93.3% |
| Admin fee / account holder | $649 | $2,608-75.1% | $2,697-75.9% | $4,296-84.9% |