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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 | $21,056 | $106,588-80.2% | $94,215-77.7% | $155,188-86.4% |
| Participation rate | 58.8% | 74.3%-15.5pp | 70.0%-11.1pp | 80.8%-22.0pp |
| Annual return | 80.50% | 29.39%+51.1pp | 28.22%+52.3pp | 148.84%-68.3pp |
| Employer contribution / active EE | $904 | $3,080-70.6% | $2,675-66.2% | $4,248-78.7% |
| Participant deferral / active EE | $1,029 | $4,802-78.6% | $4,276-75.9% | $6,531-84.2% |
| Admin fee / account holder | $5,704 | $12,281-53.6% | $10,216-44.2% | $14,480-60.6% |