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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 | $15,751 | $70,121-77.5% | $63,803-75.3% | $138,895-88.7% |
| Participation rate | 12.5% | 77.2%-64.7pp | 72.7%-60.2pp | 79.9%-67.4pp |
| Annual return | 15.34% | 946.48%-931.1pp | 543.72%-528.4pp | 145.39%-130.1pp |
| Employer contribution / active EE | $340 | $2,882-88.2% | $2,532-86.6% | $4,194-91.9% |
| Participant deferral / active EE | $436 | $4,535-90.4% | $3,843-88.7% | $6,396-93.2% |
| Admin fee / account holder | $2,432 | $6,738-63.9% | $5,196-53.2% | $12,562-80.6% |