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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 | $20,624 | $123,982-83.4% | $69,701-70.4% | $145,959-85.9% |
| Participation rate | 18.2% | 69.2%-51.0pp | 66.4%-48.3pp | 80.3%-62.1pp |
| Annual return | 15.20% | 191.01%-175.8pp | 100.32%-85.1pp | 561.95%-546.8pp |
| Employer contribution / active EE | $271 | $2,681-89.9% | $1,713-84.2% | $4,661-94.2% |
| Participant deferral / active EE | $302 | $4,236-92.9% | $2,887-89.5% | $6,689-95.5% |
| Admin fee / account holder | $2,447 | $7,867-68.9% | $4,717-48.1% | $13,398-81.7% |