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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 | $9,098 | $72,426-87.4% | $67,560-86.5% | $145,897-93.8% |
| Participation rate | 33.3% | 76.9%-43.6pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 12.40% | 7226.78%-7214.4pp | 3533.50%-3521.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $536 | $3,074-82.6% | $2,737-80.4% | $4,663-88.5% |
| Participant deferral / active EE | $634 | $4,785-86.8% | $4,004-84.2% | $6,689-90.5% |
| Admin fee / account holder | $972 | $5,514-82.4% | $3,994-75.7% | $13,390-92.7% |