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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 | $34,782 | $78,690-55.8% | $161,489-78.5% | $87,485-60.2% |
| Participation rate | 51.7% | 67.5%-15.7pp | 78.7%-27.0pp | 68.9%-17.2pp |
| Annual return | 15.86% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $519 | $2,588-80.0% | $4,268-87.8% | $2,596-80.0% |
| Participant deferral / active EE | $690 | $3,311-79.2% | $5,630-87.7% | $4,274-83.9% |
| Admin fee / account holder | $522 | $6,724-92.2% | $16,006-96.7% | $7,775-93.3% |