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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 | $35,041 | $98,760-64.5% | $149,715-76.6% | $79,858-56.1% |
| Participation rate | 21.2% | 75.8%-54.6pp | 82.5%-61.3pp | 69.6%-48.4pp |
| Annual return | 27.15% | 27.43%-0.3pp | 276.66%-249.5pp | 31.72%-4.6pp |
| Employer contribution / active EE | $701 | $3,217-78.2% | $4,645-84.9% | $2,471-71.6% |
| Participant deferral / active EE | $2,262 | $5,681-60.2% | $6,842-66.9% | $3,740-39.5% |
| Admin fee / account holder | $820 | $6,053-86.5% | $9,310-91.2% | $5,306-84.6% |