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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 | $29,602 | $93,589-68.4% | $135,942-78.2% | $75,181-60.6% |
| Participation rate | 34.4% | 75.2%-40.8pp | 81.9%-47.5pp | 67.2%-32.8pp |
| Annual return | 26.55% | 30.90%-4.4pp | 68.28%-41.7pp | 160.69%-134.1pp |
| Employer contribution / active EE | $1,095 | $3,537-69.1% | $4,858-77.5% | $2,671-59.0% |
| Participant deferral / active EE | $2,267 | $6,405-64.6% | $7,759-70.8% | $4,126-45.1% |
| Admin fee / account holder | $640 | $6,977-90.8% | $10,764-94.1% | $5,650-88.7% |