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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 | $54,587 | $58,828-7.2% | $78,002-30.0% | $62,881-13.2% |
| Participation rate | 30.0% | 71.1%-41.1pp | 75.5%-45.5pp | 69.3%-39.3pp |
| Annual return | 52.62% | 17.16%+35.5pp | 425.99%-373.4pp | 20.14%+32.5pp |
| Employer contribution / active EE | $656 | $1,672-60.8% | $2,470-73.5% | $2,281-71.3% |
| Participant deferral / active EE | $1,118 | $2,686-58.4% | $3,497-68.0% | $3,203-65.1% |
| Admin fee / account holder | $4,159 | $4,393-5.3% | $5,481-24.1% | $4,296-3.2% |