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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 | $32,991 | $84,236-60.8% | $170,435-80.6% | $70,126-53.0% |
| Participation rate | 28.6% | 70.8%-42.3pp | 83.6%-55.0pp | 69.5%-41.0pp |
| Annual return | 12.98% | 23.06%-10.1pp | 205.94%-193.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $568 | $3,387-83.2% | $5,432-89.5% | $2,343-75.8% |
| Participant deferral / active EE | $609 | $3,086-80.3% | $4,939-87.7% | $3,332-81.7% |
| Admin fee / account holder | $1,100 | $5,698-80.7% | $13,881-92.1% | $4,645-76.3% |