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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 | $26,670 | $88,672-69.9% | $105,223-74.7% | $82,448-67.7% |
| Participation rate | 32.4% | 67.9%-35.6pp | 75.0%-42.7pp | 68.1%-35.7pp |
| Annual return | 22.08% | 30.86%-8.8pp | 180.65%-158.6pp | 41.64%-19.6pp |
| Employer contribution / active EE | $964 | $3,048-68.4% | $3,689-73.9% | $2,551-62.2% |
| Participant deferral / active EE | $1,625 | $4,036-59.7% | $5,072-68.0% | $4,139-60.7% |
| Admin fee / account holder | $3,813 | $7,146-46.6% | $8,859-57.0% | $7,234-47.3% |