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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 | $46,670 | $56,918-18.0% | $182,558-74.4% | $65,186-28.4% |
| Participation rate | 20.2% | 66.5%-46.3pp | 78.0%-57.8pp | 70.2%-50.0pp |
| Annual return | 23.03% | 27.67%-4.6pp | 148.59%-125.6pp | 29.39%-6.4pp |
| Employer contribution / active EE | $513 | $1,615-68.3% | $4,076-87.4% | $2,177-76.5% |
| Participant deferral / active EE | $769 | $3,526-78.2% | $5,526-86.1% | $3,514-78.1% |
| Admin fee / account holder | $347 | $531-34.7% | $8,594-96.0% | $847-59.1% |