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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 | $18,919 | $60,128-68.5% | $90,440-79.1% | $79,852-76.3% |
| Participation rate | 30.2% | 65.0%-34.8pp | 72.7%-42.5pp | 69.6%-39.5pp |
| Annual return | 11.96% | 71.95%-60.0pp | 1294.38%-1282.4pp | 31.72%-19.8pp |
| Employer contribution / active EE | $534 | $2,068-74.2% | $3,263-83.6% | $2,471-78.4% |
| Participant deferral / active EE | $697 | $2,939-76.3% | $3,964-82.4% | $3,740-81.4% |
| Admin fee / account holder | $1,610 | $3,977-59.5% | $5,615-71.3% | $5,306-69.7% |