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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 | $13,437 | $77,901-82.8% | $149,717-91.0% | $75,181-82.1% |
| Participation rate | 35.5% | 65.6%-30.1pp | 78.8%-43.3pp | 67.2%-31.7pp |
| Annual return | 14.16% | 31.73%-17.6pp | 134.41%-120.2pp | 160.69%-146.5pp |
| Employer contribution / active EE | $492 | $3,137-84.3% | $4,820-89.8% | $2,671-81.6% |
| Participant deferral / active EE | $812 | $3,411-76.2% | $5,682-85.7% | $4,126-80.3% |
| Admin fee / account holder | $372 | $5,949-93.7% | $13,213-97.2% | $5,650-93.4% |