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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 | $7,987 | $25,014-68.1% | $69,632-88.5% | $80,959-90.1% |
| Participation rate | 21.3% | 64.2%-42.9pp | 66.4%-45.1pp | 67.7%-46.3pp |
| Annual return | 96.20% | 19.08%+77.1pp | 101.32%-5.1pp | 35.67%+60.5pp |
| Employer contribution / active EE | $470 | $991-52.5% | $1,708-72.5% | $2,757-82.9% |
| Participant deferral / active EE | $612 | $1,840-66.7% | $2,889-78.8% | $4,300-85.8% |
| Admin fee / account holder | $2,027 | $2,491-18.6% | $4,695-56.8% | $6,925-70.7% |