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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 | $33,928 | $102,595-66.9% | $94,057-63.9% | $154,746-78.1% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 15.39% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $552 | $3,147-82.5% | $2,933-81.2% | $4,379-87.4% |
| Participant deferral / active EE | $690 | $5,118-86.5% | $4,709-85.3% | $6,730-89.7% |
| Admin fee / account holder | $931 | $7,736-88.0% | $7,244-87.1% | $14,365-93.5% |