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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 | $28,583 | $91,179-68.7% | $178,499-84.0% | $79,852-64.2% |
| Participation rate | 40.8% | 69.2%-28.4pp | 81.9%-41.1pp | 69.6%-28.8pp |
| Annual return | 13.99% | 24.19%-10.2pp | 151.10%-137.1pp | 31.72%-17.7pp |
| Employer contribution / active EE | $530 | $3,256-83.7% | $5,011-89.4% | $2,471-78.6% |
| Participant deferral / active EE | $806 | $3,236-75.1% | $5,202-84.5% | $3,740-78.5% |
| Admin fee / account holder | $995 | $6,749-85.2% | $13,986-92.9% | $5,306-81.2% |