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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 | $30,414 | $109,344-72.2% | $89,400-66.0% | $158,950-80.9% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 20.15% | 345.73%-325.6pp | 245.64%-225.5pp | 302.91%-282.8pp |
| Employer contribution / active EE | $387 | $3,170-87.8% | $2,586-85.0% | $4,762-91.9% |
| Participant deferral / active EE | $646 | $4,599-86.0% | $3,890-83.4% | $5,983-89.2% |
| Admin fee / account holder | $995 | $6,154-83.8% | $4,882-79.6% | $11,248-91.2% |