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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 | $24,619 | $99,053-75.1% | $88,179-72.1% | $138,895-82.3% |
| Participation rate | 30.8% | 74.2%-43.5pp | 69.1%-38.4pp | 79.9%-49.1pp |
| Annual return | 13.72% | 78.17%-64.4pp | 64.97%-51.2pp | 145.39%-131.7pp |
| Employer contribution / active EE | $434 | $2,882-84.9% | $2,549-83.0% | $4,194-89.7% |
| Participant deferral / active EE | $434 | $5,225-91.7% | $4,614-90.6% | $6,396-93.2% |
| Admin fee / account holder | $345 | $8,748-96.1% | $7,673-95.5% | $12,562-97.3% |