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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 | $61,885 | $84,236-26.5% | $170,435-63.7% | $70,126-11.8% |
| Participation rate | 43.8% | 70.8%-27.1pp | 83.6%-39.8pp | 69.5%-25.8pp |
| Annual return | 14.05% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $446 | $3,387-86.8% | $5,432-91.8% | $2,343-81.0% |
| Participant deferral / active EE | $750 | $3,086-75.7% | $4,939-84.8% | $3,332-77.5% |
| Admin fee / account holder | $528 | $5,698-90.7% | $13,881-96.2% | $4,645-88.6% |