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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 | $33,660 | $67,823-50.4% | $52,425-35.8% | $137,256-75.5% |
| Participation rate | 11.8% | 63.9%-52.1pp | 55.6%-43.9pp | 80.0%-68.2pp |
| Annual return | 9.66% | 219.11%-209.4pp | 302.12%-292.5pp | 220.34%-210.7pp |
| Employer contribution / active EE | $130 | $1,163-88.8% | $914-85.7% | $4,156-96.9% |
| Participant deferral / active EE | $163 | $2,288-92.9% | $1,790-90.9% | $6,407-97.5% |
| Admin fee / account holder | $344 | $2,844-87.9% | $2,495-86.2% | $12,270-97.2% |