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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 | $24,171 | $100,125-75.9% | $81,482-70.3% | $145,978-83.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 280.20% | 34.44%+245.8pp | 24.79%+255.4pp | 550.52%-270.3pp |
| Employer contribution / active EE | $631 | $2,977-78.8% | $2,463-74.4% | $4,662-86.5% |
| Participant deferral / active EE | $766 | $4,609-83.4% | $3,885-80.3% | $6,690-88.6% |
| Admin fee / account holder | $2,433 | $8,198-70.3% | $5,761-57.8% | $13,400-81.8% |