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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 | $20,372 | $43,496-53.2% | $161,489-87.4% | $64,340-68.3% |
| Participation rate | 11.5% | 53.5%-42.0pp | 78.7%-67.2pp | 55.2%-43.7pp |
| Annual return | 30.47% | 20.76%+9.7pp | 89.72%-59.2pp | 24.14%+6.3pp |
| Employer contribution / active EE | $312 | $1,431-78.2% | $4,268-92.7% | $1,862-83.2% |
| Participant deferral / active EE | $484 | $1,996-75.8% | $5,630-91.4% | $2,980-83.8% |
| Admin fee / account holder | $1,420 | $2,330-39.1% | $16,006-91.1% | $3,703-61.7% |