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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 | $4,425 | $36,948-88.0% | $73,658-94.0% | $87,485-94.9% |
| Participation rate | 8.7% | 46.8%-38.1pp | 57.0%-48.3pp | 68.9%-60.2pp |
| Annual return | 21.09% | 28.64%-7.6pp | 29.72%-8.6pp | 26.06%-5.0pp |
| Employer contribution / active EE | $82 | $670-87.7% | $1,032-92.0% | $2,596-96.8% |
| Participant deferral / active EE | $133 | $1,379-90.3% | $2,062-93.5% | $4,274-96.9% |
| Admin fee / account holder | $782 | $2,531-69.1% | $3,357-76.7% | $7,775-89.9% |