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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 | $9,003 | $75,541-88.1% | $152,093-94.1% | $82,637-89.1% |
| Participation rate | 18.4% | 66.5%-48.1pp | 77.8%-59.3pp | 68.1%-49.6pp |
| Annual return | 28.22% | 32.56%-4.3pp | 66.36%-38.1pp | 53.51%-25.3pp |
| Employer contribution / active EE | $372 | $2,622-85.8% | $4,175-91.1% | $2,552-85.4% |
| Participant deferral / active EE | $694 | $3,206-78.4% | $5,451-87.3% | $4,126-83.2% |
| Admin fee / account holder | $443 | $6,405-93.1% | $14,497-96.9% | $7,339-94.0% |