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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 | $61,832 | $62,672-1.3% | $185,117-66.6% | $70,126-11.8% |
| Participation rate | 34.2% | 63.8%-29.6pp | 77.3%-43.1pp | 69.5%-35.3pp |
| Annual return | 21.23% | 40.79%-19.6pp | 40.50%-19.3pp | 73.15%-51.9pp |
| Employer contribution / active EE | $558 | $1,753-68.2% | $4,182-86.7% | $2,343-76.2% |
| Participant deferral / active EE | $601 | $3,272-81.6% | $5,045-88.1% | $3,332-82.0% |
| Admin fee / account holder | $314 | $3,932-92.0% | $8,159-96.2% | $4,645-93.2% |