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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 | $42,524 | $68,097-37.6% | $62,929-32.4% | $137,256-69.0% |
| Participation rate | 47.1% | 77.4%-30.4pp | 73.1%-26.1pp | 80.0%-32.9pp |
| Annual return | 16.03% | 1859.11%-1843.1pp | 1063.93%-1047.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $695 | $2,811-75.3% | $2,505-72.2% | $4,156-83.3% |
| Participant deferral / active EE | $741 | $4,553-83.7% | $3,888-80.9% | $6,407-88.4% |
| Admin fee / account holder | $455 | $6,521-93.0% | $5,065-91.0% | $12,270-96.3% |