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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 | $84,943 | $111,785-24.0% | $93,669-9.3% | $145,877-41.8% |
| Participation rate | 41.2% | 74.2%-33.1pp | 68.7%-27.5pp | 80.3%-39.1pp |
| Annual return | 18.03% | 203.79%-185.8pp | 133.59%-115.6pp | 551.28%-533.3pp |
| Employer contribution / active EE | $671 | $3,096-78.3% | $2,424-72.3% | $4,663-85.6% |
| Participant deferral / active EE | $701 | $4,919-85.7% | $4,416-84.1% | $6,691-89.5% |
| Admin fee / account holder | $2,106 | $10,256-79.5% | $8,291-74.6% | $13,402-84.3% |