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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 | $61,004 | $106,008-42.5% | $92,240-33.9% | $147,586-58.7% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 18.75% | 50.05%-31.3pp | 176.29%-157.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $725 | $4,333-83.3% | $3,680-80.3% | $4,876-85.1% |
| Participant deferral / active EE | $1,086 | $4,478-75.8% | $3,897-72.1% | $5,439-80.0% |
| Admin fee / account holder | $1,382 | $6,333-78.2% | $5,194-73.4% | $10,886-87.3% |