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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 | $16,559 | $100,203-83.5% | $85,240-80.6% | $145,897-88.7% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 10.74% | 84.28%-73.5pp | 66.75%-56.0pp | 552.29%-541.6pp |
| Employer contribution / active EE | $397 | $3,242-87.8% | $2,735-85.5% | $4,663-91.5% |
| Participant deferral / active EE | $758 | $5,299-85.7% | $4,527-83.3% | $6,689-88.7% |
| Admin fee / account holder | $717 | $7,265-90.1% | $6,165-88.4% | $13,390-94.6% |