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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 | $22,483 | $56,134-59.9% | $96,161-76.6% | $85,856-73.8% |
| Participation rate | 13.3% | 56.7%-43.4pp | 68.4%-55.2pp | 69.3%-56.1pp |
| Annual return | 16.98% | 42.30%-25.3pp | 192.01%-175.0pp | 318.58%-301.6pp |
| Employer contribution / active EE | $242 | $1,620-85.0% | $2,798-91.3% | $2,565-90.5% |
| Participant deferral / active EE | $703 | $2,858-75.4% | $4,349-83.8% | $3,952-82.2% |
| Admin fee / account holder | $657 | $3,769-82.6% | $5,538-88.1% | $6,261-89.5% |