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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 | $35,482 | $102,595-65.4% | $94,057-62.3% | $154,746-77.1% |
| Participation rate | 35.3% | 76.0%-40.7pp | 73.3%-38.0pp | 80.7%-45.4pp |
| Annual return | 27.46% | 583.42%-556.0pp | 480.62%-453.2pp | 172.34%-144.9pp |
| Employer contribution / active EE | $581 | $3,147-81.6% | $2,933-80.2% | $4,379-86.7% |
| Participant deferral / active EE | $949 | $5,118-81.5% | $4,709-79.9% | $6,730-85.9% |
| Admin fee / account holder | $5,693 | $7,736-26.4% | $7,244-21.4% | $14,365-60.4% |