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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 | $36,791 | $25,014+47.1% | $69,623-47.2% | $80,935-54.5% |
| Participation rate | 20.4% | 64.2%-43.8pp | 66.4%-46.1pp | 67.7%-47.3pp |
| Annual return | 35.83% | 19.08%+16.7pp | 101.23%-65.4pp | 35.66%+0.2pp |
| Employer contribution / active EE | $531 | $991-46.4% | $1,709-68.9% | $2,757-80.7% |
| Participant deferral / active EE | $683 | $1,840-62.9% | $2,890-76.4% | $4,299-84.1% |
| Admin fee / account holder | $494 | $2,491-80.2% | $4,696-89.5% | $6,924-92.9% |