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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 | $13,595 | $55,902-75.7% | $76,030-82.1% | $80,959-83.2% |
| Participation rate | 32.4% | 62.1%-29.6pp | 69.1%-36.6pp | 67.7%-35.2pp |
| Annual return | 11.86% | 20.59%-8.7pp | 361.54%-349.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $513 | $1,867-72.5% | $2,688-80.9% | $2,757-81.4% |
| Participant deferral / active EE | $737 | $3,051-75.8% | $4,257-82.7% | $4,300-82.9% |
| Admin fee / account holder | $326 | $5,239-93.8% | $6,421-94.9% | $6,925-95.3% |