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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 | $5,714 | $88,815-93.6% | $81,882-93.0% | $145,897-96.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.97% | 1033.75%-1021.8pp | 779.47%-767.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $339 | $3,086-89.0% | $2,916-88.4% | $4,663-92.7% |
| Participant deferral / active EE | $466 | $4,647-90.0% | $4,323-89.2% | $6,689-93.0% |
| Admin fee / account holder | $441 | $8,434-94.8% | $7,360-94.0% | $13,390-96.7% |