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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 | $24,614 | $142,354-82.7% | $125,529-80.4% | $155,188-84.1% |
| Participation rate | 33.3% | 78.1%-44.7pp | 74.7%-41.4pp | 80.8%-47.5pp |
| Annual return | 18.96% | 306.06%-287.1pp | 202.56%-183.6pp | 148.84%-129.9pp |
| Employer contribution / active EE | $654 | $3,501-81.3% | $3,058-78.6% | $4,248-84.6% |
| Participant deferral / active EE | $1,151 | $5,491-79.0% | $4,813-76.1% | $6,531-82.4% |
| Admin fee / account holder | $2,192 | $19,392-88.7% | $16,298-86.6% | $14,480-84.9% |