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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 | $11,447 | $111,535-89.7% | $105,223-89.1% | $137,256-91.7% |
| Participation rate | 15.4% | 78.1%-62.7pp | 75.0%-59.7pp | 80.0%-64.6pp |
| Annual return | 22.17% | 237.85%-215.7pp | 180.65%-158.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $962 | $3,939-75.6% | $3,689-73.9% | $4,156-76.9% |
| Participant deferral / active EE | $1,356 | $5,500-75.3% | $5,072-73.3% | $6,407-78.8% |
| Admin fee / account holder | $10,837 | $9,721+11.5% | $8,859+22.3% | $12,270-11.7% |