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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 | $8,595 | $57,073-84.9% | $85,126-89.9% | $80,925-89.4% |
| Participation rate | 24.5% | 56.4%-31.9pp | 67.5%-43.0pp | 67.7%-43.1pp |
| Annual return | 16.45% | 21.69%-5.2pp | 66.63%-50.2pp | 35.65%-19.2pp |
| Employer contribution / active EE | $297 | $1,801-83.5% | $2,731-89.1% | $2,756-89.2% |
| Participant deferral / active EE | $506 | $3,113-83.7% | $4,523-88.8% | $4,299-88.2% |
| Admin fee / account holder | $326 | $4,988-93.5% | $6,160-94.7% | $6,940-95.3% |