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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 | $108,897-83.0% | $100,378-81.5% | $145,877-87.3% |
| Participation rate | 52.4% | 83.0%-30.6pp | 81.5%-29.1pp | 80.3%-27.9pp |
| Annual return | 34.67% | 58.17%-23.5pp | 49.41%-14.7pp | 551.28%-516.6pp |
| Employer contribution / active EE | $1,031 | $4,420-76.7% | $3,942-73.8% | $4,663-77.9% |
| Participant deferral / active EE | $2,048 | $8,455-75.8% | $8,087-74.7% | $6,691-69.4% |
| Admin fee / account holder | $457 | $9,690-95.3% | $7,899-94.2% | $13,402-96.6% |