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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 | $77,684 | $45,312+71.4% | $86,233-9.9% | $67,986+14.3% |
| Participation rate | 4.8% | 42.4%-37.6pp | 69.0%-64.2pp | 57.2%-52.4pp |
| Annual return | 19.71% | 24.79%-5.1pp | 61.39%-41.7pp | 31.67%-12.0pp |
| Employer contribution / active EE | $111 | $1,160-90.4% | $2,504-95.6% | $2,019-94.5% |
| Participant deferral / active EE | $345 | $2,185-84.2% | $4,559-92.4% | $3,358-89.7% |
| Admin fee / account holder | $1,063 | $3,295-67.7% | $8,342-87.3% | $3,203-66.8% |