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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 | $40,531 | $107,421-62.3% | $182,262-77.8% | $94,015-56.9% |
| Participation rate | 15.0% | 77.8%-62.8pp | 84.2%-69.2pp | 70.8%-55.8pp |
| Annual return | 19.03% | 21.32%-2.3pp | 140.60%-121.6pp | 17.84%+1.2pp |
| Employer contribution / active EE | $642 | $3,448-81.4% | $5,046-87.3% | $2,790-77.0% |
| Participant deferral / active EE | $928 | $6,558-85.9% | $8,276-88.8% | $4,249-78.2% |
| Admin fee / account holder | $1,681 | $8,692-80.7% | $16,712-89.9% | $8,951-81.2% |