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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 | $40,482 | $89,259-54.6% | $107,187-62.2% | $82,637-51.0% |
| Participation rate | 31.8% | 67.9%-36.1pp | 75.0%-43.2pp | 68.1%-36.2pp |
| Annual return | 18.03% | 21.02%-3.0pp | 204.55%-186.5pp | 53.51%-35.5pp |
| Employer contribution / active EE | $924 | $3,080-70.0% | $3,782-75.6% | $2,552-63.8% |
| Participant deferral / active EE | $1,269 | $4,037-68.6% | $5,096-75.1% | $4,126-69.3% |
| Admin fee / account holder | $553 | $7,381-92.5% | $9,162-94.0% | $7,339-92.5% |