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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 | $12,878 | $111,878-88.5% | $93,727-86.3% | $145,897-91.2% |
| Participation rate | 68.4% | 74.2%-5.8pp | 68.7%-0.3pp | 80.3%-11.9pp |
| Annual return | 18.01% | 204.28%-186.3pp | 133.83%-115.8pp | 552.29%-534.3pp |
| Employer contribution / active EE | $685 | $3,092-77.9% | $2,421-71.7% | $4,663-85.3% |
| Participant deferral / active EE | $1,145 | $4,920-76.7% | $4,417-74.1% | $6,689-82.9% |
| Admin fee / account holder | $475 | $10,256-95.4% | $8,292-94.3% | $13,390-96.4% |