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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 | $18,026 | $148,623-87.9% | $135,974-86.7% | $139,466-87.1% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 18.37% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $1,759 | $5,246-66.5% | $4,859-63.8% | $4,754-63.0% |
| Participant deferral / active EE | $2,471 | $8,103-69.5% | $7,760-68.2% | $6,712-63.2% |
| Admin fee / account holder | $403 | $12,406-96.8% | $10,767-96.3% | $11,409-96.5% |