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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 | $8,749 | $102,245-91.4% | $89,340-90.2% | $137,256-93.6% |
| Participation rate | 14.3% | 74.9%-60.6pp | 69.6%-55.3pp | 80.0%-65.7pp |
| Annual return | 73.57% | 21.89%+51.7pp | 20.57%+53.0pp | 220.34%-146.8pp |
| Employer contribution / active EE | $245 | $2,529-90.3% | $2,231-89.0% | $4,156-94.1% |
| Participant deferral / active EE | $806 | $4,436-81.8% | $3,823-78.9% | $6,407-87.4% |
| Admin fee / account holder | $313 | $8,085-96.1% | $6,704-95.3% | $12,270-97.4% |