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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 | $31,289 | $86,050-63.6% | $189,758-83.5% | $94,015-66.7% |
| Participation rate | 35.7% | 68.9%-33.2pp | 79.8%-44.1pp | 70.8%-35.1pp |
| Annual return | 107.42% | 17.77%+89.6pp | 52.62%+54.8pp | 17.84%+89.6pp |
| Employer contribution / active EE | $755 | $2,819-73.2% | $4,767-84.2% | $2,790-73.0% |
| Participant deferral / active EE | $1,015 | $3,349-69.7% | $5,856-82.7% | $4,249-76.1% |
| Admin fee / account holder | $894 | $6,627-86.5% | $20,388-95.6% | $8,951-90.0% |