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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 | $39,440 | $102,595-61.6% | $94,057-58.1% | $154,746-74.5% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 12.44% | 583.42%-571.0pp | 480.62%-468.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $763 | $3,147-75.8% | $2,933-74.0% | $4,379-82.6% |
| Participant deferral / active EE | $758 | $5,118-85.2% | $4,709-83.9% | $6,730-88.7% |
| Admin fee / account holder | $7,637 | $7,736-1.3% | $7,244+5.4% | $14,365-46.8% |