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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 | $37,561 | $59,467-36.8% | $93,727-59.9% | $74,478-49.6% |
| Participation rate | 19.3% | 59.6%-40.3pp | 68.7%-49.4pp | 67.2%-47.9pp |
| Annual return | 16.07% | 82.14%-66.1pp | 133.83%-117.8pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $641 | $1,267-49.4% | $2,421-73.5% | $2,626-75.6% |
| Participant deferral / active EE | $1,223 | $3,052-59.9% | $4,417-72.3% | $4,350-71.9% |
| Admin fee / account holder | $881 | $3,028-70.9% | $8,292-89.4% | $1,946-54.7% |