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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 | $20,306 | $97,751-79.2% | $103,447-80.4% | $145,877-86.1% |
| Participation rate | 58.3% | 81.1%-22.8pp | 80.5%-22.2pp | 80.3%-22.0pp |
| Annual return | 355.23% | 25.43%+329.8pp | 23.92%+331.3pp | 551.28%-196.1pp |
| Employer contribution / active EE | $1,362 | $4,684-70.9% | $4,678-70.9% | $4,663-70.8% |
| Participant deferral / active EE | $1,564 | $6,603-76.3% | $6,624-76.4% | $6,691-76.6% |
| Admin fee / account holder | $562 | $12,515-95.5% | $9,415-94.0% | $13,402-95.8% |