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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 | $16,734 | $108,942-84.6% | $100,415-83.3% | $145,897-88.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 10.62% | 58.27%-47.7pp | 49.47%-38.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,776 | $4,422-59.8% | $3,943-55.0% | $4,663-61.9% |
| Participant deferral / active EE | $2,260 | $8,461-73.3% | $8,091-72.1% | $6,689-66.2% |
| Admin fee / account holder | $1,603 | $9,702-83.5% | $7,906-79.7% | $13,390-88.0% |