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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 | $123,750-83.3% | $69,611-70.4% | $145,877-85.9% |
| Participation rate | 18.2% | 69.2%-51.0pp | 66.4%-48.2pp | 80.3%-62.1pp |
| Annual return | 15.20% | 192.03%-176.8pp | 101.14%-85.9pp | 551.28%-536.1pp |
| Employer contribution / active EE | $271 | $2,672-89.9% | $1,709-84.1% | $4,663-94.2% |
| Participant deferral / active EE | $302 | $4,243-92.9% | $2,891-89.5% | $6,691-95.5% |
| Admin fee / account holder | $2,447 | $7,817-68.7% | $4,696-47.9% | $13,402-81.7% |