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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 | $5,242 | $101,618-94.8% | $93,063-94.4% | $137,256-96.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 16.11% | 223.95%-207.8pp | 34.15%-18.0pp | 220.34%-204.2pp |
| Employer contribution / active EE | $377 | $2,707-86.1% | $2,476-84.8% | $4,156-90.9% |
| Participant deferral / active EE | $625 | $4,279-85.4% | $3,958-84.2% | $6,407-90.2% |
| Admin fee / account holder | $1,224 | $6,198-80.3% | $6,033-79.7% | $12,270-90.0% |