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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 | $12,352 | $100,203-87.7% | $85,240-85.5% | $145,897-91.5% |
| Participation rate | 26.3% | 74.1%-47.8pp | 67.5%-41.2pp | 80.3%-54.0pp |
| Annual return | 9.00% | 84.28%-75.3pp | 66.75%-57.8pp | 552.29%-543.3pp |
| Employer contribution / active EE | $523 | $3,242-83.9% | $2,735-80.9% | $4,663-88.8% |
| Participant deferral / active EE | $566 | $5,299-89.3% | $4,527-87.5% | $6,689-91.5% |
| Admin fee / account holder | $775 | $7,265-89.3% | $6,165-87.4% | $13,390-94.2% |