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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 | $7,014 | $102,595-93.2% | $94,057-92.5% | $154,746-95.5% |
| Participation rate | 53.8% | 76.0%-22.1pp | 73.3%-19.5pp | 80.7%-26.9pp |
| Annual return | 12.15% | 583.42%-571.3pp | 480.62%-468.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $386 | $3,147-87.7% | $2,933-86.8% | $4,379-91.2% |
| Participant deferral / active EE | $789 | $5,118-84.6% | $4,709-83.3% | $6,730-88.3% |
| Admin fee / account holder | $682 | $7,736-91.2% | $7,244-90.6% | $14,365-95.3% |