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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 | $33,077 | $65,034-49.1% | $90,970-63.6% | $79,856-58.6% |
| Participation rate | 45.7% | 61.6%-15.9pp | 69.0%-23.3pp | 69.6%-23.9pp |
| Annual return | 17.58% | 30.45%-12.9pp | 134.60%-117.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $473 | $1,247-62.1% | $2,122-77.7% | $2,471-80.9% |
| Participant deferral / active EE | $589 | $2,512-76.5% | $3,373-82.5% | $3,741-84.2% |
| Admin fee / account holder | $665 | $4,536-85.3% | $5,961-88.8% | $5,306-87.5% |