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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 | $24,750 | $111,878-77.9% | $93,727-73.6% | $145,897-83.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 24.21% | 204.28%-180.1pp | 133.83%-109.6pp | 552.29%-528.1pp |
| Employer contribution / active EE | $673 | $3,092-78.2% | $2,421-72.2% | $4,663-85.6% |
| Participant deferral / active EE | $1,132 | $4,920-77.0% | $4,417-74.4% | $6,689-83.1% |
| Admin fee / account holder | $1,017 | $10,256-90.1% | $8,292-87.7% | $13,390-92.4% |