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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 | $13,118 | $77,901-83.2% | $149,717-91.2% | $75,181-82.6% |
| Participation rate | 53.8% | 65.6%-11.7pp | 78.8%-24.9pp | 67.2%-13.4pp |
| Annual return | 17.30% | 31.73%-14.4pp | 134.41%-117.1pp | 160.69%-143.4pp |
| Employer contribution / active EE | $644 | $3,137-79.5% | $4,820-86.6% | $2,671-75.9% |
| Participant deferral / active EE | $335 | $3,411-90.2% | $5,682-94.1% | $4,126-91.9% |
| Admin fee / account holder | $770 | $5,949-87.1% | $13,213-94.2% | $5,650-86.4% |