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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 | $15,387 | $95,406-83.9% | $185,849-91.7% | $85,847-82.1% |
| Participation rate | 25.0% | 68.8%-43.8pp | 81.7%-56.7pp | 69.3%-44.3pp |
| Annual return | 13.65% | 23.59%-9.9pp | 122.10%-108.4pp | 318.61%-305.0pp |
| Employer contribution / active EE | $449 | $3,314-86.5% | $5,169-91.3% | $2,565-82.5% |
| Participant deferral / active EE | $587 | $3,424-82.9% | $5,569-89.5% | $3,952-85.2% |
| Admin fee / account holder | $7,664 | $7,214+6.2% | $16,244-52.8% | $6,261+22.4% |