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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 | $10,053 | $63,703-84.2% | $93,063-89.2% | $82,448-87.8% |
| Participation rate | 12.5% | 63.8%-51.3pp | 72.1%-59.6pp | 68.1%-55.6pp |
| Annual return | 20.18% | -775.43%+795.6pp | 34.15%-14.0pp | 41.64%-21.5pp |
| Employer contribution / active EE | $348 | $1,729-79.9% | $2,476-86.0% | $2,551-86.4% |
| Participant deferral / active EE | $526 | $2,919-82.0% | $3,958-86.7% | $4,139-87.3% |
| Admin fee / account holder | $533 | $5,982-91.1% | $6,033-91.2% | $7,234-92.6% |