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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 | $57,426 | $111,830-48.6% | $93,696-38.7% | $145,884-60.6% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 11.15% | 204.08%-192.9pp | 133.74%-122.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $743 | $3,093-76.0% | $2,422-69.3% | $4,662-84.1% |
| Participant deferral / active EE | $983 | $4,920-80.0% | $4,417-77.7% | $6,690-85.3% |
| Admin fee / account holder | $466 | $10,249-95.5% | $8,287-94.4% | $13,392-96.5% |