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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 | $6,800 | $55,889-87.8% | $76,119-91.1% | $80,935-91.6% |
| Participation rate | 19.0% | 62.1%-43.0pp | 69.1%-50.0pp | 67.7%-48.6pp |
| Annual return | 11.74% | 20.58%-8.8pp | 361.25%-349.5pp | 35.66%-23.9pp |
| Employer contribution / active EE | $449 | $1,866-75.9% | $2,693-83.3% | $2,757-83.7% |
| Participant deferral / active EE | $694 | $3,051-77.3% | $4,259-83.7% | $4,299-83.9% |
| Admin fee / account holder | $2,392 | $5,241-54.4% | $6,421-62.7% | $6,924-65.5% |