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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 | $33,941 | $98,766-65.6% | $149,730-77.3% | $79,852-57.5% |
| Participation rate | 53.3% | 75.8%-22.4pp | 82.5%-29.1pp | 69.6%-16.3pp |
| Annual return | 34.34% | 27.43%+6.9pp | 276.70%-242.4pp | 31.72%+2.6pp |
| Employer contribution / active EE | $3,451 | $3,217+7.3% | $4,645-25.7% | $2,471+39.7% |
| Participant deferral / active EE | $2,183 | $5,681-61.6% | $6,843-68.1% | $3,740-41.6% |
| Admin fee / account holder | $530 | $6,052-91.2% | $9,310-94.3% | $5,306-90.0% |