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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 | $9,203 | $30,437-69.8% | $56,033-83.6% | $74,459-87.6% |
| Participation rate | 6.6% | 32.9%-26.3pp | 52.5%-45.9pp | 67.2%-60.7pp |
| Annual return | 19.29% | 24.96%-5.7pp | 1711.38%-1692.1pp | 1369.70%-1350.4pp |
| Employer contribution / active EE | $124 | $610-79.7% | $1,041-88.1% | $2,626-95.3% |
| Participant deferral / active EE | $227 | $1,176-80.7% | $1,954-88.4% | $4,350-94.8% |
| Admin fee / account holder | $743 | $2,363-68.6% | $2,827-73.7% | $1,945-61.8% |