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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 | $52,484 | $144,124-63.6% | $117,857-55.5% | $147,585-64.4% |
| Participation rate | 36.8% | 83.4%-46.6pp | 79.7%-42.8pp | 82.8%-46.0pp |
| Annual return | 17.00% | 531.17%-514.2pp | 335.09%-318.1pp | 578.57%-561.6pp |
| Employer contribution / active EE | $889 | $4,897-81.8% | $3,786-76.5% | $4,876-81.8% |
| Participant deferral / active EE | $985 | $5,316-81.5% | $4,482-78.0% | $5,439-81.9% |
| Admin fee / account holder | $416 | $10,886-96.2% | $8,020-94.8% | $10,885-96.2% |