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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 | $42,910 | $64,728-33.7% | $147,027-70.8% | $64,728-33.7% |
| Participation rate | 7.5% | 57.9%-50.4pp | 73.7%-66.2pp | 57.9%-50.4pp |
| Annual return | 16.76% | 49.38%-32.6pp | 20.23%-3.5pp | 49.38%-32.6pp |
| Employer contribution / active EE | $304 | $2,243-86.5% | $3,626-91.6% | $2,243-86.5% |
| Participant deferral / active EE | $395 | $2,729-85.5% | $4,933-92.0% | $2,729-85.5% |
| Admin fee / account holder | $365 | $1,145-68.1% | $12,223-97.0% | $1,145-68.1% |