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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 | $10,575 | $122,962-91.4% | $71,585-85.2% | $138,895-92.4% |
| Participation rate | 62.5% | 68.9%-6.4pp | 68.2%-5.7pp | 79.9%-17.4pp |
| Annual return | 14.38% | 37.84%-23.5pp | 59.26%-44.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $172 | $2,620-93.5% | $1,669-89.7% | $4,194-95.9% |
| Participant deferral / active EE | $208 | $4,311-95.2% | $2,923-92.9% | $6,396-96.7% |
| Admin fee / account holder | $2,634 | $6,488-59.4% | $4,712-44.1% | $12,562-79.0% |