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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 | $21,725 | $49,896-56.5% | $80,627-73.1% | $75,173-71.1% |
| Participation rate | 23.0% | 55.3%-32.4pp | 67.0%-44.1pp | 67.2%-44.3pp |
| Annual return | 17.25% | 34.67%-17.4pp | 936.76%-919.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $339 | $1,699-80.0% | $2,723-87.5% | $2,671-87.3% |
| Participant deferral / active EE | $467 | $2,992-84.4% | $4,443-89.5% | $4,126-88.7% |
| Admin fee / account holder | $1,813 | $3,578-49.3% | $5,381-66.3% | $5,651-67.9% |