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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 | $19,626 | $72,071-72.8% | $68,368-71.3% | $137,256-85.7% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 16.30% | 353.14%-336.8pp | 292.57%-276.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $414 | $2,788-85.2% | $2,649-84.4% | $4,156-90.0% |
| Participant deferral / active EE | $398 | $4,410-91.0% | $4,123-90.3% | $6,407-93.8% |
| Admin fee / account holder | $594 | $5,336-88.9% | $5,150-88.5% | $12,270-95.2% |