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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 | $7,613 | $36,948-79.4% | $73,658-89.7% | $87,485-91.3% |
| Participation rate | 17.0% | 46.8%-29.8pp | 57.0%-40.1pp | 68.9%-52.0pp |
| Annual return | 17.66% | 28.64%-11.0pp | 29.72%-12.1pp | 26.06%-8.4pp |
| Employer contribution / active EE | $179 | $670-73.2% | $1,032-82.6% | $2,596-93.1% |
| Participant deferral / active EE | $241 | $1,379-82.5% | $2,062-88.3% | $4,274-94.4% |
| Admin fee / account holder | $435 | $2,531-82.8% | $3,357-87.0% | $7,775-94.4% |