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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 | $18,036 | $160,028-88.7% | $147,080-87.7% | $145,884-87.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 11.73% | 98.60%-86.9pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,160 | $5,286-78.1% | $4,933-76.5% | $4,662-75.1% |
| Participant deferral / active EE | $1,645 | $8,422-80.5% | $8,066-79.6% | $6,690-75.4% |
| Admin fee / account holder | $1,558 | $15,030-89.6% | $12,989-88.0% | $13,392-88.4% |