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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 | $8,284 | $100,073-91.7% | $85,126-90.3% | $145,877-94.3% |
| Participation rate | 36.4% | 74.1%-37.7pp | 67.5%-31.2pp | 80.3%-43.9pp |
| Annual return | 12.00% | 84.11%-72.1pp | 66.63%-54.6pp | 551.28%-539.3pp |
| Employer contribution / active EE | $626 | $3,236-80.7% | $2,731-77.1% | $4,663-86.6% |
| Participant deferral / active EE | $762 | $5,294-85.6% | $4,523-83.2% | $6,691-88.6% |
| Admin fee / account holder | $322 | $7,261-95.6% | $6,160-94.8% | $13,402-97.6% |