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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 | $50,074 | $99,875-49.9% | $146,866-65.9% | $86,983-42.4% |
| Participation rate | 12.2% | 75.8%-63.6pp | 82.5%-70.3pp | 69.5%-57.3pp |
| Annual return | 14.90% | 28.10%-13.2pp | 102.85%-88.0pp | 25.83%-10.9pp |
| Employer contribution / active EE | $482 | $3,224-85.1% | $4,425-89.1% | $2,584-81.4% |
| Participant deferral / active EE | $612 | $6,322-90.3% | $7,759-92.1% | $4,194-85.4% |
| Admin fee / account holder | $996 | $7,838-87.3% | $13,620-92.7% | $7,856-87.3% |