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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 | $31,896 | $77,164-58.7% | $178,014-82.1% | $80,874-60.6% |
| Participation rate | 30.5% | 65.7%-35.2pp | 77.1%-46.6pp | 67.6%-37.1pp |
| Annual return | 11.80% | 18.09%-6.3pp | 294.80%-283.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $606 | $2,288-73.5% | $3,950-84.6% | $2,756-78.0% |
| Participant deferral / active EE | $1,120 | $4,408-74.6% | $6,276-82.2% | $4,297-73.9% |
| Admin fee / account holder | $2,470 | $7,164-65.5% | $10,362-76.2% | $6,935-64.4% |