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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 | $36,001 | $81,208-55.7% | $98,920-63.6% | $79,852-54.9% |
| Participation rate | 67.6% | 72.5%-4.9pp | 76.0%-8.4pp | 69.6%-2.0pp |
| Annual return | 16.26% | 60.99%-44.7pp | 196.47%-180.2pp | 31.72%-15.5pp |
| Employer contribution / active EE | $606 | $1,960-69.1% | $2,689-77.5% | $2,471-75.5% |
| Participant deferral / active EE | $688 | $3,265-78.9% | $4,245-83.8% | $3,740-81.6% |
| Admin fee / account holder | $375 | $6,013-93.8% | $6,643-94.4% | $5,306-92.9% |