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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 | $14,475 | $57,119-74.7% | $85,187-83.0% | $80,935-82.1% |
| Participation rate | 23.3% | 56.4%-33.1pp | 67.5%-44.2pp | 67.7%-44.3pp |
| Annual return | 153.13% | 21.70%+131.4pp | 66.67%+86.5pp | 35.66%+117.5pp |
| Employer contribution / active EE | $330 | $1,802-81.7% | $2,732-87.9% | $2,757-88.0% |
| Participant deferral / active EE | $518 | $3,115-83.4% | $4,525-88.6% | $4,299-88.0% |
| Admin fee / account holder | $1,334 | $4,990-73.3% | $6,162-78.3% | $6,924-80.7% |