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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 | $42,455 | $72,446-41.4% | $67,561-37.2% | $145,877-70.9% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 14.86% | 7211.98%-7197.1pp | 3525.44%-3510.6pp | 551.28%-536.4pp |
| Employer contribution / active EE | $688 | $3,072-77.6% | $2,735-74.8% | $4,663-85.2% |
| Participant deferral / active EE | $694 | $4,785-85.5% | $4,003-82.7% | $6,691-89.6% |
| Admin fee / account holder | $3,178 | $5,541-42.6% | $4,006-20.7% | $13,402-76.3% |