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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 | $13,605 | $108,911-87.5% | $100,392-86.4% | $145,884-90.7% |
| Participation rate | 20.0% | 83.0%-63.0pp | 81.5%-61.5pp | 80.3%-60.3pp |
| Annual return | 14.39% | 58.23%-43.8pp | 49.45%-35.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $437 | $4,420-90.1% | $3,941-88.9% | $4,662-90.6% |
| Participant deferral / active EE | $618 | $8,459-92.7% | $8,090-92.4% | $6,690-90.8% |
| Admin fee / account holder | $2,545 | $9,698-73.8% | $7,904-67.8% | $13,392-81.0% |