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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 | $29,994 | $105,198-71.5% | $159,455-81.2% | $85,856-65.1% |
| Participation rate | 16.7% | 75.8%-59.1pp | 82.8%-66.2pp | 69.3%-52.7pp |
| Annual return | 16.07% | 45.08%-29.0pp | 263.63%-247.6pp | 318.58%-302.5pp |
| Employer contribution / active EE | $741 | $3,319-77.7% | $4,830-84.7% | $2,565-71.1% |
| Participant deferral / active EE | $1,174 | $5,946-80.3% | $7,353-84.0% | $3,952-70.3% |
| Admin fee / account holder | $654 | $6,934-90.6% | $10,800-93.9% | $6,261-89.6% |