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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 | $52,028 | $52,353-0.6% | $120,225-56.7% | $82,448-36.9% |
| Participation rate | 10.0% | 58.3%-48.3pp | 69.6%-59.6pp | 68.1%-58.1pp |
| Annual return | 13.89% | 61.85%-48.0pp | 439.23%-425.3pp | 41.64%-27.8pp |
| Employer contribution / active EE | $452 | $1,510-70.1% | $3,475-87.0% | $2,551-82.3% |
| Participant deferral / active EE | $519 | $2,627-80.2% | $3,999-87.0% | $4,139-87.5% |
| Admin fee / account holder | $513 | $4,363-88.2% | $5,696-91.0% | $7,234-92.9% |