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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 | $10,535 | $169,237-93.8% | $129,339-91.9% | $145,978-92.8% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 10.85% | 14364.43%-14353.6pp | 9437.05%-9426.2pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $300 | $4,991-94.0% | $4,170-92.8% | $6,690-95.5% |
| Admin fee / account holder | $509 | $9,882-94.8% | $7,668-93.4% | $13,400-96.2% |