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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 | $20,894 | $160,028-86.9% | $147,080-85.8% | $145,884-85.7% |
| Participation rate | 56.5% | 84.0%-27.5pp | 82.2%-25.7pp | 80.3%-23.8pp |
| Annual return | 13.56% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,700 | $5,286-67.8% | $4,933-65.5% | $4,662-63.5% |
| Participant deferral / active EE | $2,191 | $8,422-74.0% | $8,066-72.8% | $6,690-67.3% |
| Admin fee / account holder | $799 | $15,030-94.7% | $12,989-93.9% | $13,392-94.0% |