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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 | $18,546 | $108,942-83.0% | $100,415-81.5% | $145,897-87.3% |
| Participation rate | 52.4% | 83.0%-30.6pp | 81.5%-29.1pp | 80.3%-27.9pp |
| Annual return | 34.67% | 58.27%-23.6pp | 49.47%-14.8pp | 552.29%-517.6pp |
| Employer contribution / active EE | $1,031 | $4,422-76.7% | $3,943-73.8% | $4,663-77.9% |
| Participant deferral / active EE | $2,048 | $8,461-75.8% | $8,091-74.7% | $6,689-69.4% |
| Admin fee / account holder | $457 | $9,702-95.3% | $7,906-94.2% | $13,390-96.6% |