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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 | $17,473 | $183,592-90.5% | $155,567-88.8% | $145,959-88.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.18% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,558 | $5,315-70.7% | $4,674-66.7% | $4,661-66.6% |
| Participant deferral / active EE | $875 | $6,464-86.5% | $5,628-84.5% | $6,689-86.9% |
| Admin fee / account holder | $21,976 | $19,318+13.8% | $15,916+38.1% | $13,398+64.0% |