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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 | $15,804 | $180,749-91.3% | $160,784-90.2% | $137,256-88.5% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 18.37% | 2234.46%-2216.1pp | 1803.92%-1785.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $663 | $4,155-84.0% | $3,733-82.2% | $4,156-84.1% |
| Participant deferral / active EE | $988 | $6,844-85.6% | $6,293-84.3% | $6,407-84.6% |
| Admin fee / account holder | $684 | $10,397-93.4% | $9,717-93.0% | $12,270-94.4% |