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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 | $19,246 | $102,638-81.2% | $81,991-76.5% | $158,966-87.9% |
| Participation rate | 28.6% | 75.5%-47.0pp | 69.3%-40.7pp | 82.0%-53.4pp |
| Annual return | 13.58% | 61.05%-47.5pp | 41.31%-27.7pp | 302.95%-289.4pp |
| Employer contribution / active EE | $513 | $3,241-84.2% | $2,498-79.5% | $4,762-89.2% |
| Participant deferral / active EE | $989 | $4,649-78.7% | $3,722-73.4% | $5,983-83.5% |
| Admin fee / account holder | $349 | $8,237-95.8% | $5,665-93.8% | $11,250-96.9% |