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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 | $8,073 | $25,014-67.7% | $69,623-88.4% | $80,935-90.0% |
| Participation rate | 20.0% | 64.2%-44.2pp | 66.4%-46.4pp | 67.7%-47.7pp |
| Annual return | 11.66% | 19.08%-7.4pp | 101.23%-89.6pp | 35.66%-24.0pp |
| Employer contribution / active EE | $432 | $991-56.4% | $1,709-74.7% | $2,757-84.3% |
| Participant deferral / active EE | $606 | $1,840-67.1% | $2,890-79.0% | $4,299-85.9% |
| Admin fee / account holder | $1,890 | $2,491-24.1% | $4,696-59.7% | $6,924-72.7% |