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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 | $21,932 | $63,346-65.4% | $92,239-76.2% | $70,124-68.7% |
| Participation rate | 17.5% | 68.7%-51.2pp | 76.5%-59.0pp | 69.5%-52.1pp |
| Annual return | 16.01% | 530.19%-514.2pp | 176.29%-160.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $551 | $2,471-77.7% | $3,680-85.0% | $2,342-76.5% |
| Participant deferral / active EE | $795 | $2,854-72.1% | $3,897-79.6% | $3,332-76.1% |
| Admin fee / account holder | $958 | $3,841-75.1% | $5,194-81.6% | $4,645-79.4% |