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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 | $10,698 | $61,125-82.5% | $94,057-88.6% | $87,485-87.8% |
| Participation rate | 19.7% | 64.1%-44.4pp | 73.3%-53.7pp | 68.9%-49.3pp |
| Annual return | 21.51% | 35.20%-13.7pp | 480.62%-459.1pp | 26.06%-4.6pp |
| Employer contribution / active EE | $299 | $2,136-86.0% | $2,933-89.8% | $2,596-88.5% |
| Participant deferral / active EE | $413 | $3,260-87.3% | $4,709-91.2% | $4,274-90.3% |
| Admin fee / account holder | $571 | $5,629-89.9% | $7,244-92.1% | $7,775-92.7% |