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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 | $13,028 | $103,008-87.4% | $90,304-85.6% | $152,897-91.5% |
| Participation rate | 56.3% | 75.9%-19.6pp | 73.3%-17.0pp | 82.5%-26.2pp |
| Annual return | 23.83% | 95.22%-71.4pp | 78.13%-54.3pp | 345.43%-321.6pp |
| Employer contribution / active EE | $2,308 | $3,139-26.5% | $2,855-19.1% | $4,764-51.5% |
| Participant deferral / active EE | $628 | $4,281-85.3% | $3,885-83.8% | $5,851-89.3% |
| Admin fee / account holder | $1,789 | $6,175-71.0% | $5,354-66.6% | $11,599-84.6% |