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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 | $11,394 | $36,948-69.2% | $73,658-84.5% | $87,485-87.0% |
| Participation rate | 9.4% | 46.8%-37.4pp | 57.0%-47.7pp | 68.9%-59.6pp |
| Annual return | 15.08% | 28.64%-13.6pp | 29.72%-14.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $136 | $670-79.7% | $1,032-86.8% | $2,596-94.8% |
| Participant deferral / active EE | $238 | $1,379-82.8% | $2,062-88.5% | $4,274-94.4% |
| Admin fee / account holder | $1,838 | $2,531-27.4% | $3,357-45.3% | $7,775-76.4% |