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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 | $19,820 | $58,241-66.0% | $81,780-75.8% | $80,911-75.5% |
| Participation rate | 13.5% | 63.4%-49.9pp | 72.4%-58.8pp | 67.6%-54.1pp |
| Annual return | 11.20% | 41.73%-30.5pp | 776.27%-765.1pp | 35.63%-24.4pp |
| Employer contribution / active EE | $590 | $2,343-74.8% | $2,914-79.8% | $2,756-78.6% |
| Participant deferral / active EE | $685 | $3,283-79.1% | $4,321-84.1% | $4,297-84.1% |
| Admin fee / account holder | $5,164 | $4,973+3.8% | $7,384-30.1% | $6,935-25.5% |