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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 | $37,432 | $78,707-52.4% | $117,861-68.2% | $70,126-46.6% |
| Participation rate | 39.4% | 73.2%-33.8pp | 79.7%-40.3pp | 69.5%-30.1pp |
| Annual return | 16.18% | 23.30%-7.1pp | 335.11%-318.9pp | 73.15%-57.0pp |
| Employer contribution / active EE | $660 | $2,223-70.3% | $3,786-82.6% | $2,343-71.8% |
| Participant deferral / active EE | $1,054 | $3,297-68.0% | $4,482-76.5% | $3,332-68.4% |
| Admin fee / account holder | $588 | $5,066-88.4% | $8,021-92.7% | $4,645-87.3% |