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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 | $9,851 | $51,202-80.8% | $70,548-86.0% | $75,181-86.9% |
| Participation rate | 17.2% | 61.0%-43.7pp | 68.3%-51.1pp | 67.2%-50.0pp |
| Annual return | 17.37% | 30.05%-12.7pp | 32.78%-15.4pp | 160.69%-143.3pp |
| Employer contribution / active EE | $360 | $1,827-80.3% | $2,975-87.9% | $2,671-86.5% |
| Participant deferral / active EE | $822 | $2,850-71.2% | $4,567-82.0% | $4,126-80.1% |
| Admin fee / account holder | $1,051 | $4,094-74.3% | $6,424-83.6% | $5,650-81.4% |