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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 | $20,398 | $106,923-80.9% | $84,023-75.7% | $152,909-86.7% |
| Participation rate | 6.3% | 75.3%-69.0pp | 69.0%-62.8pp | 82.5%-76.2pp |
| Annual return | 26.28% | 105.02%-78.7pp | 71.32%-45.0pp | 345.46%-319.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $221 | $4,013-94.5% | $3,239-93.2% | $5,851-96.2% |
| Admin fee / account holder | $3,976 | $8,289-52.0% | $6,102-34.8% | $11,601-65.7% |