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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 | $41,501 | $78,707-47.3% | $117,861-64.8% | $70,126-40.8% |
| Participation rate | 66.7% | 73.2%-6.5pp | 79.7%-13.0pp | 69.5%-2.9pp |
| Annual return | 20.28% | 23.30%-3.0pp | 335.11%-314.8pp | 73.15%-52.9pp |
| Employer contribution / active EE | $553 | $2,223-75.1% | $3,786-85.4% | $2,343-76.4% |
| Participant deferral / active EE | $1,437 | $3,297-56.4% | $4,482-67.9% | $3,332-56.9% |
| Admin fee / account holder | $790 | $5,066-84.4% | $8,021-90.2% | $4,645-83.0% |