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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 | $59,620 | $99,875-40.3% | $146,866-59.4% | $86,983-31.5% |
| Participation rate | 41.2% | 75.8%-34.6pp | 82.5%-41.3pp | 69.5%-28.4pp |
| Annual return | 18.28% | 28.10%-9.8pp | 102.85%-84.6pp | 25.83%-7.5pp |
| Employer contribution / active EE | $737 | $3,224-77.2% | $4,425-83.4% | $2,584-71.5% |
| Participant deferral / active EE | $1,748 | $6,322-72.3% | $7,759-77.5% | $4,194-58.3% |
| Admin fee / account holder | $3,155 | $7,838-59.8% | $13,620-76.8% | $7,856-59.8% |