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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 | $6,335 | $16,790-62.3% | $64,489-90.2% | $67,986-90.7% |
| Participation rate | 38.6% | 62.4%-23.8pp | 67.7%-29.1pp | 57.2%-18.6pp |
| Annual return | 25.86% | 30.55%-4.7pp | 55.03%-29.2pp | 31.67%-5.8pp |
| Employer contribution / active EE | $451 | $648-30.4% | $1,523-70.4% | $2,019-77.7% |
| Participant deferral / active EE | $740 | $1,510-51.0% | $2,778-73.4% | $3,358-78.0% |
| Admin fee / account holder | $1,873 | $1,690+10.8% | $4,260-56.0% | $3,203-41.5% |