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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 | $19,541 | $169,336-88.5% | $129,384-84.9% | $145,884-86.6% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 10.81% | 14408.70%-14397.9pp | 9461.77%-9451.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $280 | $5,540-95.0% | $4,153-93.3% | $4,662-94.0% |
| Participant deferral / active EE | $320 | $4,985-93.6% | $4,166-92.3% | $6,690-95.2% |
| Admin fee / account holder | $1,288 | $9,912-87.0% | $7,686-83.2% | $13,392-90.4% |