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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 | $11,602 | $58,848-80.3% | $88,179-86.8% | $82,637-86.0% |
| Participation rate | 51.4% | 57.9%-6.5pp | 69.1%-17.7pp | 68.1%-16.6pp |
| Annual return | 40.51% | 22.76%+17.7pp | 64.97%-24.5pp | 53.51%-13.0pp |
| Employer contribution / active EE | $342 | $1,678-79.6% | $2,549-86.6% | $2,552-86.6% |
| Participant deferral / active EE | $541 | $3,124-82.7% | $4,614-88.3% | $4,126-86.9% |
| Admin fee / account holder | $653 | $4,795-86.4% | $7,673-91.5% | $7,339-91.1% |