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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 | $19,499 | $58,311-66.6% | $81,882-76.2% | $80,959-75.9% |
| Participation rate | 47.4% | 63.5%-16.1pp | 72.4%-25.0pp | 67.7%-20.2pp |
| Annual return | 20.30% | 41.85%-21.6pp | 779.47%-759.2pp | 35.67%-15.4pp |
| Employer contribution / active EE | $1,188 | $2,347-49.4% | $2,916-59.2% | $2,757-56.9% |
| Participant deferral / active EE | $191 | $3,287-94.2% | $4,323-95.6% | $4,300-95.6% |
| Admin fee / account holder | $2,422 | $4,752-49.0% | $7,360-67.1% | $6,925-65.0% |