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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 | $61,107 | $63,346-3.5% | $92,239-33.8% | $70,124-12.9% |
| Participation rate | 38.0% | 68.7%-30.7pp | 76.5%-38.5pp | 69.5%-31.5pp |
| Annual return | 14.28% | 530.19%-515.9pp | 176.29%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $558 | $2,471-77.4% | $3,680-84.8% | $2,342-76.2% |
| Participant deferral / active EE | $1,094 | $2,854-61.7% | $3,897-71.9% | $3,332-67.2% |
| Admin fee / account holder | $528 | $3,841-86.3% | $5,194-89.8% | $4,645-88.6% |