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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 | $70,366-72.1% | $66,674-70.6% | $138,895-85.9% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.7%-9.4pp | 79.9%-15.6pp |
| Annual return | 16.30% | 386.41%-370.1pp | 321.24%-304.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $414 | $2,765-85.0% | $2,620-84.2% | $4,194-90.1% |
| Participant deferral / active EE | $398 | $4,374-90.9% | $4,084-90.2% | $6,396-93.8% |
| Admin fee / account holder | $594 | $5,262-88.7% | $5,098-88.3% | $12,562-95.3% |