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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 | $8,729 | $61,125-85.7% | $94,057-90.7% | $87,485-90.0% |
| Participation rate | 26.6% | 64.1%-37.5pp | 73.3%-46.8pp | 68.9%-42.4pp |
| Annual return | 19.42% | 35.20%-15.8pp | 480.62%-461.2pp | 26.06%-6.6pp |
| Employer contribution / active EE | $541 | $2,136-74.7% | $2,933-81.6% | $2,596-79.2% |
| Participant deferral / active EE | $704 | $3,260-78.4% | $4,709-85.1% | $4,274-83.5% |
| Admin fee / account holder | $1,200 | $5,629-78.7% | $7,244-83.4% | $7,775-84.6% |