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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 | $9,178 | $111,535-91.8% | $105,223-91.3% | $137,256-93.3% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 31.84% | 237.85%-206.0pp | 180.65%-148.8pp | 220.34%-188.5pp |
| Employer contribution / active EE | $1,323 | $3,939-66.4% | $3,689-64.1% | $4,156-68.2% |
| Participant deferral / active EE | $1,323 | $5,500-75.9% | $5,072-73.9% | $6,407-79.3% |
| Admin fee / account holder | $787 | $9,721-91.9% | $8,859-91.1% | $12,270-93.6% |