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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 | $35,860 | $102,663-65.1% | $86,216-58.4% | $139,466-74.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 18.25% | 1924.52%-1906.3pp | 1169.42%-1151.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $728 | $3,035-76.0% | $2,382-69.4% | $4,754-84.7% |
| Participant deferral / active EE | $941 | $4,677-79.9% | $3,986-76.4% | $6,712-86.0% |
| Admin fee / account holder | $387 | $8,663-95.5% | $6,853-94.4% | $11,409-96.6% |