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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 | $16,781 | $96,508-82.6% | $75,901-77.9% | $152,897-89.0% |
| Participation rate | 31.8% | 76.2%-44.4pp | 69.3%-37.5pp | 82.5%-50.6pp |
| Annual return | 18.40% | 33.99%-15.6pp | 30.76%-12.4pp | 345.43%-327.0pp |
| Employer contribution / active EE | $593 | $3,310-82.1% | $2,501-76.3% | $4,764-87.5% |
| Participant deferral / active EE | $593 | $4,554-87.0% | $3,603-83.5% | $5,851-89.9% |
| Admin fee / account holder | $788 | $8,081-90.2% | $5,420-85.5% | $11,599-93.2% |