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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 | $29,545 | $106,001-72.1% | $92,235-68.0% | $147,585-80.0% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 17.72% | 50.05%-32.3pp | 176.28%-158.6pp | 578.56%-560.8pp |
| Employer contribution / active EE | $780 | $4,333-82.0% | $3,679-78.8% | $4,876-84.0% |
| Participant deferral / active EE | $1,072 | $4,478-76.1% | $3,897-72.5% | $5,439-80.3% |
| Admin fee / account holder | $1,494 | $6,332-76.4% | $5,194-71.2% | $10,885-86.3% |