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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 | $36,935 | $67,823-45.5% | $52,425-29.5% | $137,256-73.1% |
| Participation rate | 18.8% | 63.9%-45.2pp | 55.6%-36.9pp | 80.0%-61.2pp |
| Annual return | 24.00% | 219.11%-195.1pp | 302.12%-278.1pp | 220.34%-196.3pp |
| Employer contribution / active EE | $148 | $1,163-87.3% | $914-83.8% | $4,156-96.4% |
| Participant deferral / active EE | $219 | $2,288-90.4% | $1,790-87.8% | $6,407-96.6% |
| Admin fee / account holder | $366 | $2,844-87.1% | $2,495-85.3% | $12,270-97.0% |