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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 | $21,718 | $72,426-70.0% | $67,560-67.9% | $145,897-85.1% |
| Participation rate | 52.4% | 76.9%-24.5pp | 72.9%-20.6pp | 80.3%-27.9pp |
| Annual return | 13.47% | 7226.78%-7213.3pp | 3533.50%-3520.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $640 | $3,074-79.2% | $2,737-76.6% | $4,663-86.3% |
| Participant deferral / active EE | $830 | $4,785-82.6% | $4,004-79.3% | $6,689-87.6% |
| Admin fee / account holder | $659 | $5,514-88.1% | $3,994-83.5% | $13,390-95.1% |