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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 | $5,731 | $88,778-93.5% | $81,844-93.0% | $145,884-96.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 16.67% | 1033.03%-1016.4pp | 778.87%-762.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $426 | $3,087-86.2% | $2,916-85.4% | $4,662-90.9% |
| Participant deferral / active EE | $482 | $4,648-89.6% | $4,323-88.9% | $6,690-92.8% |
| Admin fee / account holder | $1,385 | $8,430-83.6% | $7,355-81.2% | $13,392-89.7% |