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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 | $31,701 | $45,566-30.4% | $64,105-50.5% | $59,633-46.8% |
| Participation rate | 66.7% | 60.2%+6.5pp | 68.2%-1.5pp | 68.7%-2.0pp |
| Annual return | 1.81% | 4.95%-3.1pp | 791.24%-789.4pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $560 | $2,057-72.8% | $2,822-80.2% | $3,192-82.5% |
| Admin fee / account holder | $656 | $3,268-79.9% | $4,499-85.4% | $4,297-84.7% |