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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 | $33,989 | $63,703-46.6% | $93,063-63.5% | $82,448-58.8% |
| Participation rate | 21.1% | 63.8%-42.8pp | 72.1%-51.1pp | 68.1%-47.0pp |
| Annual return | 17.08% | -775.43%+792.5pp | 34.15%-17.1pp | 41.64%-24.6pp |
| Employer contribution / active EE | $632 | $1,729-63.4% | $2,476-74.5% | $2,551-75.2% |
| Participant deferral / active EE | $676 | $2,919-76.8% | $3,958-82.9% | $4,139-83.7% |
| Admin fee / account holder | $341 | $5,982-94.3% | $6,033-94.4% | $7,234-95.3% |