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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 | $67,811 | $111,878-39.4% | $93,727-27.6% | $145,897-53.5% |
| Participation rate | 40.9% | 74.2%-33.3pp | 68.7%-27.8pp | 80.3%-39.4pp |
| Annual return | 20.72% | 204.28%-183.6pp | 133.83%-113.1pp | 552.29%-531.6pp |
| Employer contribution / active EE | $837 | $3,092-72.9% | $2,421-65.4% | $4,663-82.0% |
| Participant deferral / active EE | $977 | $4,920-80.2% | $4,417-77.9% | $6,689-85.4% |
| Admin fee / account holder | $1,728 | $10,256-83.2% | $8,292-79.2% | $13,390-87.1% |