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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 | $48,563 | $55,902-13.1% | $76,030-36.1% | $80,959-40.0% |
| Participation rate | 36.4% | 62.1%-25.7pp | 69.1%-32.7pp | 67.7%-31.3pp |
| Annual return | 83.43% | 20.59%+62.8pp | 361.54%-278.1pp | 35.67%+47.8pp |
| Employer contribution / active EE | $512 | $1,867-72.6% | $2,688-81.0% | $2,757-81.4% |
| Participant deferral / active EE | $803 | $3,051-73.7% | $4,257-81.1% | $4,300-81.3% |
| Admin fee / account holder | $2,351 | $5,239-55.1% | $6,421-63.4% | $6,925-66.1% |