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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 | $32,717 | $98,776-66.9% | $149,745-78.2% | $79,856-59.0% |
| Participation rate | 31.5% | 75.8%-44.3pp | 82.5%-51.0pp | 69.6%-38.1pp |
| Annual return | 21.89% | 27.38%-5.5pp | 276.72%-254.8pp | 31.71%-9.8pp |
| Employer contribution / active EE | $822 | $3,217-74.4% | $4,646-82.3% | $2,471-66.7% |
| Participant deferral / active EE | $1,993 | $5,681-64.9% | $6,843-70.9% | $3,741-46.7% |
| Admin fee / account holder | $382 | $6,053-93.7% | $9,312-95.9% | $5,306-92.8% |