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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 | $61,581 | $65,566-6.1% | $86,235-28.6% | $75,177-18.1% |
| Participation rate | 30.8% | 60.5%-29.7pp | 69.0%-38.2pp | 67.2%-36.4pp |
| Annual return | 13.77% | 46.07%-32.3pp | 1170.03%-1156.3pp | 160.75%-147.0pp |
| Employer contribution / active EE | $646 | $1,553-58.4% | $2,381-72.9% | $2,671-75.8% |
| Participant deferral / active EE | $925 | $3,023-69.4% | $3,987-76.8% | $4,126-77.6% |
| Admin fee / account holder | $562 | $5,470-89.7% | $6,856-91.8% | $5,651-90.1% |