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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 | $5,965 | $97,125-93.9% | $86,233-93.1% | $137,256-95.7% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.0%-4.0pp | 80.0%-15.0pp |
| Annual return | 15.62% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $535 | $2,841-81.2% | $2,504-78.7% | $4,156-87.1% |
| Participant deferral / active EE | $687 | $5,180-86.7% | $4,559-84.9% | $6,407-89.3% |
| Admin fee / account holder | $1,363 | $9,725-86.0% | $8,342-83.7% | $12,270-88.9% |