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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 | $20,238 | $100,073-79.8% | $85,126-76.2% | $145,877-86.1% |
| Participation rate | 11.1% | 74.1%-63.0pp | 67.5%-56.4pp | 80.3%-69.2pp |
| Annual return | 10.13% | 84.11%-74.0pp | 66.63%-56.5pp | 551.28%-541.2pp |
| Employer contribution / active EE | $544 | $3,236-83.2% | $2,731-80.1% | $4,663-88.3% |
| Participant deferral / active EE | $651 | $5,294-87.7% | $4,523-85.6% | $6,691-90.3% |
| Admin fee / account holder | $2,125 | $7,261-70.7% | $6,160-65.5% | $13,402-84.1% |