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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 | $33,685 | $58,828-42.7% | $78,002-56.8% | $62,881-46.4% |
| Participation rate | 36.7% | 71.1%-34.4pp | 75.5%-38.9pp | 69.3%-32.6pp |
| Annual return | 7.34% | 17.16%-9.8pp | 425.99%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $627 | $1,672-62.5% | $2,470-74.6% | $2,281-72.5% |
| Participant deferral / active EE | $646 | $2,686-76.0% | $3,497-81.5% | $3,203-79.8% |
| Admin fee / account holder | $697 | $4,393-84.1% | $5,481-87.3% | $4,296-83.8% |