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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 | $34,640 | $70,435-50.8% | $96,575-64.1% | $85,856-59.7% |
| Participation rate | 45.7% | 61.8%-16.2pp | 69.8%-24.2pp | 69.3%-23.7pp |
| Annual return | 29.63% | 18.59%+11.0pp | 37.79%-8.2pp | 318.58%-289.0pp |
| Employer contribution / active EE | $317 | $1,413-77.5% | $2,357-86.5% | $2,565-87.6% |
| Participant deferral / active EE | $834 | $2,894-71.2% | $3,849-78.3% | $3,952-78.9% |
| Admin fee / account holder | $519 | $4,997-89.6% | $6,182-91.6% | $6,261-91.7% |