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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 | $15,686 | $83,337-81.2% | $67,834-76.9% | $273,972-94.3% |
| Participation rate | 63.6% | 76.4%-12.8pp | 68.8%-5.2pp | 83.0%-19.4pp |
| Annual return | 13.34% | 259.45%-246.1pp | 138.47%-125.1pp | 41.46%-28.1pp |
| Employer contribution / active EE | $611 | $3,287-81.4% | $2,403-74.6% | $4,869-87.4% |
| Participant deferral / active EE | $956 | $4,088-76.6% | $3,160-69.8% | $5,287-81.9% |
| Admin fee / account holder | $2,044 | $6,752-69.7% | $4,622-55.8% | $10,133-79.8% |