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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 | $21,531 | $72,027-70.1% | $185,835-88.4% | $79,852-73.0% |
| Participation rate | 33.8% | 65.8%-32.0pp | 78.0%-44.3pp | 69.6%-35.9pp |
| Annual return | 101.91% | 23.13%+78.8pp | 35.96%+66.0pp | 31.72%+70.2pp |
| Employer contribution / active EE | $859 | $1,965-56.3% | $4,087-79.0% | $2,471-65.3% |
| Participant deferral / active EE | $1,204 | $3,780-68.1% | $5,633-78.6% | $3,740-67.8% |
| Admin fee / account holder | $1,888 | $4,513-58.2% | $9,502-80.1% | $5,306-64.4% |