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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 | $76,841 | $104,953-26.8% | $84,637-9.2% | $152,909-49.7% |
| Participation rate | 13.3% | 74.8%-61.5pp | 68.2%-54.9pp | 82.5%-69.1pp |
| Annual return | 19.13% | 373.94%-354.8pp | 258.82%-239.7pp | 345.46%-326.3pp |
| Employer contribution / active EE | $459 | $3,304-86.1% | $2,653-82.7% | $4,764-90.4% |
| Participant deferral / active EE | $777 | $4,691-83.4% | $3,900-80.1% | $5,851-86.7% |
| Admin fee / account holder | $17,467 | $6,244+179.7% | $4,914+255.4% | $11,601+50.6% |