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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 | $29,196 | $102,938-71.6% | $94,105-69.0% | $138,895-79.0% |
| Participation rate | 14.3% | 74.6%-60.4pp | 71.9%-57.7pp | 79.9%-65.6pp |
| Annual return | 16.47% | 250.28%-233.8pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $514 | $2,732-81.2% | $2,504-79.5% | $4,194-87.8% |
| Participant deferral / active EE | $514 | $4,196-87.7% | $3,881-86.8% | $6,396-92.0% |
| Admin fee / account holder | $3,461 | $6,600-47.6% | $6,199-44.2% | $12,562-72.5% |