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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 | $46,847 | $85,171-45.0% | $172,752-72.9% | $72,975-35.8% |
| Participation rate | 27.5% | 70.1%-42.6pp | 82.6%-55.2pp | 69.5%-42.0pp |
| Annual return | 16.98% | 27.32%-10.3pp | 802.97%-786.0pp | 81.01%-64.0pp |
| Employer contribution / active EE | $531 | $3,324-84.0% | $5,144-89.7% | $2,440-78.2% |
| Participant deferral / active EE | $736 | $3,260-77.4% | $5,198-85.8% | $3,608-79.6% |
| Admin fee / account holder | $1,050 | $5,880-82.1% | $13,955-92.5% | $5,124-79.5% |