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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 | $9,831 | $111,535-91.2% | $105,223-90.7% | $137,256-92.8% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 14.92% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,361 | $3,939-65.4% | $3,689-63.1% | $4,156-67.2% |
| Participant deferral / active EE | $913 | $5,500-83.4% | $5,072-82.0% | $6,407-85.8% |
| Admin fee / account holder | $1,250 | $9,721-87.1% | $8,859-85.9% | $12,270-89.8% |