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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 | $10,665 | $58,275-81.7% | $81,844-87.0% | $80,935-86.8% |
| Participation rate | 56.3% | 63.5%-7.2pp | 72.4%-16.1pp | 67.7%-11.4pp |
| Annual return | 13.81% | 41.82%-28.0pp | 778.87%-765.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $599 | $2,346-74.5% | $2,916-79.5% | $2,757-78.3% |
| Participant deferral / active EE | $705 | $3,285-78.6% | $4,323-83.7% | $4,299-83.6% |
| Admin fee / account holder | $984 | $4,749-79.3% | $7,355-86.6% | $6,924-85.8% |