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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 | $16,023 | $88,815-82.0% | $81,882-80.4% | $145,897-89.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 12.69% | 1033.75%-1021.1pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $350 | $3,086-88.7% | $2,916-88.0% | $4,663-92.5% |
| Participant deferral / active EE | $421 | $4,647-90.9% | $4,323-90.3% | $6,689-93.7% |
| Admin fee / account holder | $2,722 | $8,434-67.7% | $7,360-63.0% | $13,390-79.7% |