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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 | $14,504 | $169,336-91.4% | $129,384-88.8% | $145,884-90.1% |
| Participation rate | 10.0% | 76.5%-66.5pp | 69.6%-59.6pp | 80.3%-70.3pp |
| Annual return | 14.18% | 14408.70%-14394.5pp | 9461.77%-9447.6pp | 551.85%-537.7pp |
| Employer contribution / active EE | $226 | $5,540-95.9% | $4,153-94.6% | $4,662-95.2% |
| Participant deferral / active EE | $226 | $4,985-95.5% | $4,166-94.6% | $6,690-96.6% |
| Admin fee / account holder | $471 | $9,912-95.2% | $7,686-93.9% | $13,392-96.5% |