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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 | $14,168 | $102,638-86.2% | $81,991-82.7% | $158,966-91.1% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.3%-29.3pp | 82.0%-42.0pp |
| Annual return | 17.83% | 61.05%-43.2pp | 41.31%-23.5pp | 302.95%-285.1pp |
| Employer contribution / active EE | $639 | $3,241-80.3% | $2,498-74.4% | $4,762-86.6% |
| Participant deferral / active EE | $988 | $4,649-78.7% | $3,722-73.4% | $5,983-83.5% |
| Admin fee / account holder | $944 | $8,237-88.5% | $5,665-83.3% | $11,250-91.6% |