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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 | $27,893 | $118,708-76.5% | $98,920-71.8% | $158,982-82.5% |
| Participation rate | 64.7% | 77.8%-13.1pp | 76.0%-11.3pp | 82.0%-17.3pp |
| Annual return | 13.96% | 372.49%-358.5pp | 196.47%-182.5pp | 302.99%-289.0pp |
| Employer contribution / active EE | $571 | $3,334-82.9% | $2,689-78.8% | $4,763-88.0% |
| Participant deferral / active EE | $719 | $5,089-85.9% | $4,245-83.1% | $5,983-88.0% |
| Admin fee / account holder | $2,122 | $10,134-79.1% | $6,643-68.1% | $11,252-81.1% |