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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 | $14,046 | $65,440-78.5% | $98,506-85.7% | $85,851-83.6% |
| Participation rate | 69.1% | 65.0%+4.1pp | 73.3%-4.2pp | 69.3%-0.2pp |
| Annual return | 32.00% | 21.75%+10.3pp | 1494.92%-1462.9pp | 318.63%-286.6pp |
| Employer contribution / active EE | $963 | $2,169-55.6% | $2,961-67.5% | $2,565-62.5% |
| Participant deferral / active EE | $755 | $3,168-76.2% | $4,277-82.4% | $3,952-80.9% |
| Admin fee / account holder | $1,079 | $4,596-76.5% | $5,955-81.9% | $6,261-82.8% |