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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 | $16,439 | $47,479-65.4% | $62,929-73.9% | $82,448-80.1% |
| Participation rate | 65.4% | 66.9%-1.5pp | 73.1%-7.7pp | 68.1%-2.7pp |
| Annual return | 13.15% | 20.34%-7.2pp | 1063.93%-1050.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $648 | $1,885-65.6% | $2,505-74.1% | $2,551-74.6% |
| Participant deferral / active EE | $735 | $2,870-74.4% | $3,888-81.1% | $4,139-82.2% |
| Admin fee / account holder | $3,042 | $3,804-20.0% | $5,065-39.9% | $7,234-58.0% |