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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 | $20,546 | $48,050-57.2% | $96,754-78.8% | $64,340-68.1% |
| Participation rate | 4.8% | 40.6%-35.7pp | 70.3%-65.4pp | 55.2%-50.4pp |
| Annual return | 20.72% | 23.41%-2.7pp | 82.04%-61.3pp | 24.14%-3.4pp |
| Employer contribution / active EE | $122 | $1,204-89.8% | $2,679-95.4% | $1,862-93.4% |
| Participant deferral / active EE | $252 | $2,191-88.5% | $4,758-94.7% | $2,980-91.5% |
| Admin fee / account holder | $1,205 | $3,741-67.8% | $8,905-86.5% | $3,703-67.5% |