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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 | $6,738 | $70,121-90.4% | $63,803-89.4% | $138,895-95.1% |
| Participation rate | 52.2% | 77.2%-25.0pp | 72.7%-20.5pp | 79.9%-27.7pp |
| Annual return | 19.64% | 946.48%-926.8pp | 543.72%-524.1pp | 145.39%-125.8pp |
| Employer contribution / active EE | $511 | $2,882-82.3% | $2,532-79.8% | $4,194-87.8% |
| Participant deferral / active EE | $626 | $4,535-86.2% | $3,843-83.7% | $6,396-90.2% |
| Admin fee / account holder | $814 | $6,738-87.9% | $5,196-84.3% | $12,562-93.5% |