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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 | $14,461 | $44,206-67.3% | $94,057-84.6% | $64,728-77.7% |
| Participation rate | 12.0% | 51.0%-39.0pp | 73.3%-61.4pp | 57.9%-45.9pp |
| Annual return | 13.10% | 259.42%-246.3pp | 480.62%-467.5pp | 49.38%-36.3pp |
| Employer contribution / active EE | $298 | $1,635-81.8% | $2,933-89.8% | $2,243-86.7% |
| Participant deferral / active EE | $439 | $1,902-76.9% | $4,709-90.7% | $2,729-83.9% |
| Admin fee / account holder | $1,470 | $1,230+19.6% | $7,244-79.7% | $1,145+28.4% |