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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 | $24,473 | $96,388-74.6% | $80,627-69.6% | $139,466-82.5% |
| Participation rate | 26.3% | 73.6%-47.3pp | 67.0%-40.7pp | 80.3%-54.0pp |
| Annual return | 44.42% | 1352.08%-1307.7pp | 936.76%-892.3pp | 373.66%-329.2pp |
| Employer contribution / active EE | $504 | $3,260-84.5% | $2,723-81.5% | $4,754-89.4% |
| Participant deferral / active EE | $732 | $5,224-86.0% | $4,443-83.5% | $6,712-89.1% |
| Admin fee / account holder | $4,263 | $6,603-35.4% | $5,381-20.8% | $11,409-62.6% |