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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 | $20,787 | $107,363-80.6% | $92,909-77.6% | $152,897-86.4% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 17.31% | 145.63%-128.3pp | 109.44%-92.1pp | 345.43%-328.1pp |
| Employer contribution / active EE | $1,891 | $4,222-55.2% | $3,653-48.2% | $4,764-60.3% |
| Participant deferral / active EE | $536 | $4,848-88.9% | $4,238-87.4% | $5,851-90.8% |
| Admin fee / account holder | $2,814 | $7,082-60.3% | $5,795-51.4% | $11,599-75.7% |