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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 | $9,235 | $58,275-84.2% | $81,844-88.7% | $80,935-88.6% |
| Participation rate | 34.7% | 63.5%-28.7pp | 72.4%-37.6pp | 67.7%-32.9pp |
| Annual return | 11.59% | 41.82%-30.2pp | 778.87%-767.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $505 | $2,346-78.5% | $2,916-82.7% | $2,757-81.7% |
| Participant deferral / active EE | $703 | $3,285-78.6% | $4,323-83.7% | $4,299-83.6% |
| Admin fee / account holder | $766 | $4,749-83.9% | $7,355-89.6% | $6,924-88.9% |