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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 | $22,366 | $110,039-79.7% | $97,260-77.0% | $145,884-84.7% |
| Participation rate | 18.2% | 75.9%-57.7pp | 72.7%-54.5pp | 80.3%-62.1pp |
| Annual return | 10.85% | 244.44%-233.6pp | 75.54%-64.7pp | 551.85%-541.0pp |
| Employer contribution / active EE | $475 | $3,074-84.5% | $2,721-82.5% | $4,662-89.8% |
| Participant deferral / active EE | $626 | $4,674-86.6% | $4,262-85.3% | $6,690-90.6% |
| Admin fee / account holder | $1,534 | $6,204-75.3% | $5,640-72.8% | $13,392-88.5% |