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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 | $35,181 | $60,442-41.8% | $96,754-63.6% | $87,485-59.8% |
| Participation rate | 26.7% | 58.7%-32.0pp | 70.3%-43.6pp | 68.9%-42.3pp |
| Annual return | 17.11% | 21.97%-4.9pp | 82.04%-64.9pp | 26.06%-9.0pp |
| Employer contribution / active EE | $716 | $1,691-57.6% | $2,679-73.3% | $2,596-72.4% |
| Participant deferral / active EE | $779 | $3,280-76.3% | $4,758-83.6% | $4,274-81.8% |
| Admin fee / account holder | $537 | $5,069-89.4% | $8,905-94.0% | $7,775-93.1% |