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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 | $41,585 | $83,485-50.2% | $125,192-66.8% | $72,975-43.0% |
| Participation rate | 22.4% | 73.3%-50.9pp | 79.8%-57.3pp | 69.5%-47.0pp |
| Annual return | 20.89% | 25.77%-4.9pp | 43.79%-22.9pp | 81.01%-60.1pp |
| Employer contribution / active EE | $568 | $2,346-75.8% | $3,866-85.3% | $2,440-76.7% |
| Participant deferral / active EE | $761 | $3,586-78.8% | $4,937-84.6% | $3,608-78.9% |
| Admin fee / account holder | $802 | $5,518-85.5% | $9,704-91.7% | $5,124-84.4% |