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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 | $33,067 | $84,236-60.7% | $170,435-80.6% | $70,126-52.8% |
| Participation rate | 42.5% | 70.8%-28.4pp | 83.6%-41.1pp | 69.5%-27.1pp |
| Annual return | 12.66% | 23.06%-10.4pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $411 | $3,387-87.9% | $5,432-92.4% | $2,343-82.5% |
| Participant deferral / active EE | $351 | $3,086-88.6% | $4,939-92.9% | $3,332-89.5% |
| Admin fee / account holder | $2,049 | $5,698-64.0% | $13,881-85.2% | $4,645-55.9% |