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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 | $21,698 | $176,077-87.7% | $159,455-86.4% | $167,518-87.0% |
| Participation rate | 61.1% | 84.9%-23.8pp | 82.8%-21.7pp | 82.1%-21.0pp |
| Annual return | 10.35% | 331.83%-321.5pp | 263.63%-253.3pp | 478.71%-468.4pp |
| Employer contribution / active EE | $1,227 | $5,298-76.8% | $4,830-74.6% | $4,838-74.6% |
| Participant deferral / active EE | $2,112 | $7,751-72.8% | $7,353-71.3% | $6,342-66.7% |
| Admin fee / account holder | $797 | $12,556-93.7% | $10,800-92.6% | $12,312-93.5% |