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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 | $55,889-83.0% | $76,119-87.5% | $80,935-88.2% |
| Participation rate | 31.3% | 62.1%-30.8pp | 69.1%-37.8pp | 67.7%-36.4pp |
| Annual return | 13.65% | 20.58%-6.9pp | 361.25%-347.6pp | 35.66%-22.0pp |
| Employer contribution / active EE | $669 | $1,866-64.2% | $2,693-75.2% | $2,757-75.7% |
| Participant deferral / active EE | $909 | $3,051-70.2% | $4,259-78.7% | $4,299-78.9% |
| Admin fee / account holder | $3,704 | $5,241-29.3% | $6,421-42.3% | $6,924-46.5% |