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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 | $3,307 | $25,014-86.8% | $69,632-95.3% | $80,959-95.9% |
| Participation rate | 63.1% | 64.2%-1.1pp | 66.4%-3.3pp | 67.7%-4.6pp |
| Annual return | 15.85% | 19.08%-3.2pp | 101.32%-85.5pp | 35.67%-19.8pp |
| Employer contribution / active EE | $390 | $991-60.6% | $1,708-77.2% | $2,757-85.8% |
| Participant deferral / active EE | $657 | $1,840-64.3% | $2,889-77.3% | $4,300-84.7% |
| Admin fee / account holder | $531 | $2,491-78.7% | $4,695-88.7% | $6,925-92.3% |