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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 | $70,088 | $103,000-32.0% | $90,300-22.4% | $152,885-54.2% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.5%-53.9pp |
| Annual return | 28.89% | 95.19%-66.3pp | 78.11%-49.2pp | 345.39%-316.5pp |
| Employer contribution / active EE | $455 | $3,138-85.5% | $2,854-84.1% | $4,763-90.4% |
| Participant deferral / active EE | $587 | $4,281-86.3% | $3,884-84.9% | $5,851-90.0% |
| Admin fee / account holder | $11,518 | $6,173+86.6% | $5,353+115.2% | $11,598-0.7% |