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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 | $35,728 | $89,259-60.0% | $107,187-66.7% | $82,637-56.8% |
| Participation rate | 32.4% | 67.9%-35.5pp | 75.0%-42.6pp | 68.1%-35.7pp |
| Annual return | 21.21% | 21.02%+0.2pp | 204.55%-183.3pp | 53.51%-32.3pp |
| Employer contribution / active EE | $818 | $3,080-73.4% | $3,782-78.4% | $2,552-67.9% |
| Participant deferral / active EE | $1,537 | $4,037-61.9% | $5,096-69.8% | $4,126-62.8% |
| Admin fee / account holder | $787 | $7,381-89.3% | $9,162-91.4% | $7,339-89.3% |