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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 | $76,368-44.3% | $67,681-37.2% | $154,746-72.5% |
| Participation rate | 47.1% | 79.0%-31.9pp | 73.7%-26.7pp | 80.7%-33.6pp |
| Annual return | 16.03% | 1066.77%-1050.7pp | 590.58%-574.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $695 | $3,151-77.9% | $2,678-74.0% | $4,379-84.1% |
| Participant deferral / active EE | $741 | $4,824-84.6% | $3,976-81.4% | $6,730-89.0% |
| Admin fee / account holder | $455 | $8,559-94.7% | $6,100-92.5% | $14,365-96.8% |