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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 | $19,536 | $134,817-85.5% | $123,973-84.2% | $155,188-87.4% |
| Participation rate | 56.3% | 79.4%-23.1pp | 76.7%-20.4pp | 80.8%-24.6pp |
| Annual return | 11.73% | 515.49%-503.8pp | 388.13%-376.4pp | 148.84%-137.1pp |
| Employer contribution / active EE | $6,417 | $4,425+45.0% | $4,126+55.5% | $4,248+51.1% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,873 | $13,245-63.2% | $11,799-58.7% | $14,480-66.3% |