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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 | $22,192 | $90,530-75.5% | $76,030-70.8% | $145,897-84.8% |
| Participation rate | 38.1% | 74.4%-36.4pp | 69.1%-31.0pp | 80.3%-42.2pp |
| Annual return | 15.90% | 625.08%-609.2pp | 361.54%-345.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $633 | $3,319-80.9% | $2,688-76.4% | $4,663-86.4% |
| Participant deferral / active EE | $794 | $5,164-84.6% | $4,257-81.3% | $6,689-88.1% |
| Admin fee / account holder | $1,302 | $8,383-84.5% | $6,421-79.7% | $13,390-90.3% |