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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 | $37,795 | $99,875-62.2% | $146,866-74.3% | $86,983-56.5% |
| Participation rate | 7.0% | 75.8%-68.8pp | 82.5%-75.5pp | 69.5%-62.5pp |
| Annual return | 16.81% | 28.10%-11.3pp | 102.85%-86.0pp | 25.83%-9.0pp |
| Employer contribution / active EE | $338 | $3,224-89.5% | $4,425-92.4% | $2,584-86.9% |
| Participant deferral / active EE | $793 | $6,322-87.5% | $7,759-89.8% | $4,194-81.1% |
| Admin fee / account holder | $4,723 | $7,838-39.7% | $13,620-65.3% | $7,856-39.9% |