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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 | $9,419 | $102,245-90.8% | $89,340-89.5% | $137,256-93.1% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 21.75% | 21.89%-0.1pp | 20.57%+1.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $494 | $2,529-80.5% | $2,231-77.8% | $4,156-88.1% |
| Participant deferral / active EE | $517 | $4,436-88.3% | $3,823-86.5% | $6,407-91.9% |
| Admin fee / account holder | $1,332 | $8,085-83.5% | $6,704-80.1% | $12,270-89.1% |