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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 | $9,385 | $55,902-83.2% | $76,030-87.7% | $80,959-88.4% |
| Participation rate | 23.1% | 62.1%-39.0pp | 69.1%-46.0pp | 67.7%-44.6pp |
| Annual return | 13.95% | 20.59%-6.6pp | 361.54%-347.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $434 | $1,867-76.8% | $2,688-83.9% | $2,757-84.3% |
| Participant deferral / active EE | $686 | $3,051-77.5% | $4,257-83.9% | $4,300-84.0% |
| Admin fee / account holder | $858 | $5,239-83.6% | $6,421-86.6% | $6,925-87.6% |