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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 | $24,520 | $81,487-69.9% | $102,412-76.1% | $80,935-69.7% |
| Participation rate | 21.4% | 66.8%-45.4pp | 74.5%-53.1pp | 67.7%-46.2pp |
| Annual return | 179.49% | 25.60%+153.9pp | 24.94%+154.5pp | 35.66%+143.8pp |
| Employer contribution / active EE | $982 | $3,103-68.4% | $3,870-74.6% | $2,757-64.4% |
| Participant deferral / active EE | $1,115 | $3,871-71.2% | $5,060-78.0% | $4,299-74.1% |
| Admin fee / account holder | $2,879 | $6,717-57.1% | $8,388-65.7% | $6,924-58.4% |