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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 | $9,512 | $56,063-83.0% | $76,051-87.5% | $80,911-88.2% |
| Participation rate | 31.3% | 62.0%-30.8pp | 69.1%-37.8pp | 67.6%-36.4pp |
| Annual return | 13.65% | 20.54%-6.9pp | 360.42%-346.8pp | 35.63%-22.0pp |
| Employer contribution / active EE | $669 | $1,874-64.3% | $2,690-75.1% | $2,756-75.7% |
| Participant deferral / active EE | $909 | $3,052-70.2% | $4,257-78.7% | $4,297-78.9% |
| Admin fee / account holder | $3,704 | $5,240-29.3% | $6,416-42.3% | $6,935-46.6% |