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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 | $23,837 | $99,079-75.9% | $78,002-69.4% | $273,972-91.3% |
| Participation rate | 47.1% | 78.6%-31.5pp | 75.5%-28.5pp | 83.0%-36.0pp |
| Annual return | 13.25% | 217.93%-204.7pp | 425.99%-412.7pp | 41.46%-28.2pp |
| Employer contribution / active EE | $508 | $3,308-84.6% | $2,470-79.4% | $4,869-89.6% |
| Participant deferral / active EE | $710 | $4,306-83.5% | $3,497-79.7% | $5,287-86.6% |
| Admin fee / account holder | $1,359 | $8,954-84.8% | $5,481-75.2% | $10,133-86.6% |