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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 | $94,374 | $47,944+96.8% | $67,834+39.1% | $62,881+50.1% |
| Participation rate | 11.2% | 61.1%-49.8pp | 68.8%-57.6pp | 69.3%-58.1pp |
| Annual return | 7.31% | 11.77%-4.5pp | 138.47%-131.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $321 | $1,562-79.4% | $2,403-86.6% | $2,281-85.9% |
| Participant deferral / active EE | $644 | $2,247-71.3% | $3,160-79.6% | $3,203-79.9% |
| Admin fee / account holder | $642 | $3,712-82.7% | $4,622-86.1% | $4,296-85.1% |