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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 | $17,085 | $183,592-90.7% | $155,567-89.0% | $145,959-88.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 14.72% | 61.24%-46.5pp | 64.74%-50.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,526 | $5,315-71.3% | $4,674-67.4% | $4,661-67.3% |
| Participant deferral / active EE | $1,768 | $6,464-72.7% | $5,628-68.6% | $6,689-73.6% |
| Admin fee / account holder | $798 | $19,318-95.9% | $15,916-95.0% | $13,398-94.0% |