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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 | $20,578 | $65,566-68.6% | $86,235-76.1% | $75,177-72.6% |
| Participation rate | 22.7% | 60.5%-37.8pp | 69.0%-46.2pp | 67.2%-44.5pp |
| Annual return | 21.56% | 46.07%-24.5pp | 1170.03%-1148.5pp | 160.75%-139.2pp |
| Employer contribution / active EE | $697 | $1,553-55.1% | $2,381-70.7% | $2,671-73.9% |
| Participant deferral / active EE | $976 | $3,023-67.7% | $3,987-75.5% | $4,126-76.4% |
| Admin fee / account holder | $1,406 | $5,470-74.3% | $6,856-79.5% | $5,651-75.1% |