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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 | $31,362 | $107,421-70.8% | $182,262-82.8% | $94,015-66.6% |
| Participation rate | 19.6% | 77.8%-58.2pp | 84.2%-64.7pp | 70.8%-51.3pp |
| Annual return | 20.85% | 21.32%-0.5pp | 140.60%-119.7pp | 17.84%+3.0pp |
| Employer contribution / active EE | $603 | $3,448-82.5% | $5,046-88.0% | $2,790-78.4% |
| Participant deferral / active EE | $1,945 | $6,558-70.3% | $8,276-76.5% | $4,249-54.2% |
| Admin fee / account holder | $739 | $8,692-91.5% | $16,712-95.6% | $8,951-91.7% |