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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 | $12,439 | $58,311-78.7% | $81,882-84.8% | $80,959-84.6% |
| Participation rate | 20.6% | 63.5%-42.9pp | 72.4%-51.8pp | 67.7%-47.1pp |
| Annual return | 12.77% | 41.85%-29.1pp | 779.47%-766.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $412 | $2,347-82.4% | $2,916-85.9% | $2,757-85.1% |
| Participant deferral / active EE | $607 | $3,287-81.5% | $4,323-85.9% | $4,300-85.9% |
| Admin fee / account holder | $2,916 | $4,752-38.6% | $7,360-60.4% | $6,925-57.9% |