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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 | $8,507 | $36,140-76.5% | $73,658-88.5% | $64,340-86.8% |
| Participation rate | 7.2% | 31.0%-23.8pp | 57.0%-49.8pp | 55.2%-48.0pp |
| Annual return | 24.24% | 21.48%+2.8pp | 29.72%-5.5pp | 24.14%+0.1pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $182 | $1,023-82.2% | $2,062-91.2% | $2,980-93.9% |
| Admin fee / account holder | $533 | $2,513-78.8% | $3,357-84.1% | $3,703-85.6% |