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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 | $4,620 | $101,618-95.5% | $93,063-95.0% | $137,256-96.6% |
| Participation rate | 55.6% | 74.9%-19.4pp | 72.1%-16.6pp | 80.0%-24.4pp |
| Annual return | 28.74% | 223.95%-195.2pp | 34.15%-5.4pp | 220.34%-191.6pp |
| Employer contribution / active EE | $509 | $2,707-81.2% | $2,476-79.4% | $4,156-87.8% |
| Participant deferral / active EE | $564 | $4,279-86.8% | $3,958-85.7% | $6,407-91.2% |
| Admin fee / account holder | $763 | $6,198-87.7% | $6,033-87.4% | $12,270-93.8% |