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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 | $36,617 | $125,778-70.9% | $114,563-68.0% | $154,746-76.3% |
| Participation rate | 18.8% | 75.2%-56.4pp | 72.9%-54.2pp | 80.7%-62.0pp |
| Annual return | 14.31% | 295.14%-280.8pp | 241.09%-226.8pp | 172.34%-158.0pp |
| Employer contribution / active EE | $512 | $2,806-81.8% | $2,592-80.3% | $4,379-88.3% |
| Participant deferral / active EE | $642 | $4,445-85.6% | $4,142-84.5% | $6,730-90.5% |
| Admin fee / account holder | $12,462 | $8,190+52.2% | $7,623+63.5% | $14,365-13.2% |