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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 | $29,737 | $98,760-69.9% | $149,715-80.1% | $79,858-62.8% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.5%-36.3pp | 69.6%-23.5pp |
| Annual return | 20.62% | 27.43%-6.8pp | 276.66%-256.0pp | 31.72%-11.1pp |
| Employer contribution / active EE | $649 | $3,217-79.8% | $4,645-86.0% | $2,471-73.7% |
| Participant deferral / active EE | $1,108 | $5,681-80.5% | $6,842-83.8% | $3,740-70.4% |
| Admin fee / account holder | $853 | $6,053-85.9% | $9,310-90.8% | $5,306-83.9% |