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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 | $22,024 | $43,730-49.6% | $66,674-67.0% | $64,097-65.6% |
| Participation rate | 26.5% | 50.7%-24.3pp | 73.7%-47.2pp | 55.2%-28.7pp |
| Annual return | 17.71% | 53.62%-35.9pp | 321.24%-303.5pp | 34.64%-16.9pp |
| Employer contribution / active EE | $339 | $1,673-79.7% | $2,620-87.1% | $1,891-82.1% |
| Participant deferral / active EE | $400 | $2,122-81.1% | $4,084-90.2% | $3,080-87.0% |
| Admin fee / account holder | $1,807 | $2,708-33.2% | $5,098-64.5% | $3,454-47.7% |