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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 | $28,022 | $90,691-69.1% | $76,119-63.2% | $145,884-80.8% |
| Participation rate | 31.6% | 74.5%-42.9pp | 69.1%-37.5pp | 80.3%-48.7pp |
| Annual return | 14.50% | 624.52%-610.0pp | 361.25%-346.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,805 | $3,329-15.7% | $2,693+4.2% | $4,662-39.8% |
| Participant deferral / active EE | $924 | $5,167-82.1% | $4,259-78.3% | $6,690-86.2% |
| Admin fee / account holder | $426 | $8,383-94.9% | $6,421-93.4% | $13,392-96.8% |