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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 | $12,469 | $57,140-78.2% | $85,240-85.4% | $80,959-84.6% |
| Participation rate | 23.8% | 56.4%-32.6pp | 67.5%-43.7pp | 67.7%-43.9pp |
| Annual return | 14.29% | 21.71%-7.4pp | 66.75%-52.5pp | 35.67%-21.4pp |
| Employer contribution / active EE | $633 | $1,802-64.9% | $2,735-76.9% | $2,757-77.0% |
| Participant deferral / active EE | $505 | $3,115-83.8% | $4,527-88.8% | $4,300-88.2% |
| Admin fee / account holder | $1,937 | $4,992-61.2% | $6,165-68.6% | $6,925-72.0% |