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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 | $68,349 | $79,189-13.7% | $102,457-33.3% | $74,400-8.1% |
| Participation rate | 32.7% | 74.8%-42.1pp | 76.5%-43.8pp | 67.2%-34.5pp |
| Annual return | 12.28% | 54.98%-42.7pp | 29.41%-17.1pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $940 | $2,362-60.2% | $3,022-68.9% | $2,624-64.2% |
| Participant deferral / active EE | $1,342 | $4,415-69.6% | $5,054-73.5% | $4,348-69.1% |
| Admin fee / account holder | $603 | $2,002-69.9% | $9,451-93.6% | $1,944-69.0% |