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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 | $5,409 | $25,014-78.4% | $69,632-92.2% | $80,959-93.3% |
| Participation rate | 17.6% | 64.2%-46.6pp | 66.4%-48.8pp | 67.7%-50.0pp |
| Annual return | 14.53% | 19.08%-4.5pp | 101.32%-86.8pp | 35.67%-21.1pp |
| Employer contribution / active EE | $330 | $991-66.7% | $1,708-80.7% | $2,757-88.0% |
| Participant deferral / active EE | $590 | $1,840-67.9% | $2,889-79.6% | $4,300-86.3% |
| Admin fee / account holder | $1,672 | $2,491-32.9% | $4,695-64.4% | $6,925-75.9% |