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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 | $39,156 | $56,134-30.2% | $96,161-59.3% | $85,856-54.4% |
| Participation rate | 11.8% | 56.7%-44.9pp | 68.4%-56.7pp | 69.3%-57.6pp |
| Annual return | 13.43% | 42.30%-28.9pp | 192.01%-178.6pp | 318.58%-305.2pp |
| Employer contribution / active EE | $301 | $1,620-81.4% | $2,798-89.2% | $2,565-88.3% |
| Participant deferral / active EE | $599 | $2,858-79.0% | $4,349-86.2% | $3,952-84.8% |
| Admin fee / account holder | $673 | $3,769-82.1% | $5,538-87.9% | $6,261-89.3% |