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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 | $26,045 | $98,776-73.6% | $149,745-82.6% | $79,856-67.4% |
| Participation rate | 41.8% | 75.8%-34.0pp | 82.5%-40.7pp | 69.6%-27.8pp |
| Annual return | 13.27% | 27.38%-14.1pp | 276.72%-263.5pp | 31.71%-18.4pp |
| Employer contribution / active EE | $707 | $3,217-78.0% | $4,646-84.8% | $2,471-71.4% |
| Participant deferral / active EE | $1,655 | $5,681-70.9% | $6,843-75.8% | $3,741-55.7% |
| Admin fee / account holder | $1,759 | $6,053-70.9% | $9,312-81.1% | $5,306-66.8% |