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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 | $63,983 | $88,815-28.0% | $81,882-21.9% | $145,897-56.1% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 10.90% | 1033.75%-1022.8pp | 779.47%-768.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $370 | $3,086-88.0% | $2,916-87.3% | $4,663-92.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $400 | $8,434-95.3% | $7,360-94.6% | $13,390-97.0% |