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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 | $32,428 | $125,184-74.1% | $105,607-69.3% | $145,884-77.8% |
| Participation rate | 44.4% | 77.6%-33.2pp | 75.3%-30.8pp | 80.3%-35.9pp |
| Annual return | 10.81% | 225.00%-214.2pp | 116.11%-105.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $909 | $3,720-75.6% | $3,167-71.3% | $4,662-80.5% |
| Participant deferral / active EE | $909 | $5,714-84.1% | $5,011-81.9% | $6,690-86.4% |
| Admin fee / account holder | $4,559 | $17,133-73.4% | $10,958-58.4% | $13,392-66.0% |