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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 | $16,759 | $148,623-88.7% | $135,974-87.7% | $139,466-88.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 24.70% | 79.30%-54.6pp | 68.30%-43.6pp | 373.66%-349.0pp |
| Employer contribution / active EE | $1,427 | $5,246-72.8% | $4,859-70.6% | $4,754-70.0% |
| Participant deferral / active EE | $1,794 | $8,103-77.9% | $7,760-76.9% | $6,712-73.3% |
| Admin fee / account holder | $421 | $12,406-96.6% | $10,767-96.1% | $11,409-96.3% |