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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 | $14,742 | $68,097-78.4% | $62,929-76.6% | $137,256-89.3% |
| Participation rate | 19.0% | 77.4%-58.4pp | 73.1%-54.1pp | 80.0%-60.9pp |
| Annual return | 21.43% | 1859.11%-1837.7pp | 1063.93%-1042.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $459 | $2,811-83.7% | $2,505-81.7% | $4,156-89.0% |
| Participant deferral / active EE | $459 | $4,553-89.9% | $3,888-88.2% | $6,407-92.8% |
| Admin fee / account holder | $2,444 | $6,521-62.5% | $5,065-51.7% | $12,270-80.1% |