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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 | $40,278 | $129,737-69.0% | $119,126-66.2% | $154,746-74.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 14.85% | 379.08%-364.2pp | 282.11%-267.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,115 | $4,375-74.5% | $4,034-72.4% | $4,379-74.5% |
| Participant deferral / active EE | $1,115 | $5,842-80.9% | $5,318-79.0% | $6,730-83.4% |
| Admin fee / account holder | $497 | $11,961-95.8% | $10,693-95.3% | $14,365-96.5% |