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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 | $15,985 | $81,696-80.4% | $70,494-77.3% | $158,982-89.9% |
| Participation rate | 60.9% | 77.7%-16.9pp | 75.1%-14.2pp | 82.0%-21.1pp |
| Annual return | 15.10% | 208.70%-193.6pp | 109.16%-94.1pp | 302.99%-287.9pp |
| Employer contribution / active EE | $537 | $3,220-83.3% | $2,738-80.4% | $4,763-88.7% |
| Participant deferral / active EE | $758 | $4,558-83.4% | $3,711-79.6% | $5,983-87.3% |
| Admin fee / account holder | $1,281 | $6,200-79.3% | $3,848-66.7% | $11,252-88.6% |