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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 | $27,045 | $138,072-80.4% | $123,549-78.1% | $135,382-80.0% |
| Participation rate | 22.2% | 84.7%-62.5pp | 82.3%-60.1pp | 82.6%-60.4pp |
| Annual return | 94.69% | 153.69%-59.0pp | 119.20%-24.5pp | 519.77%-425.1pp |
| Employer contribution / active EE | $1,269 | $5,152-75.4% | $4,628-72.6% | $4,779-73.4% |
| Participant deferral / active EE | $1,911 | $6,799-71.9% | $6,426-70.3% | $5,609-65.9% |
| Admin fee / account holder | $4,107 | $10,917-62.4% | $9,284-55.8% | $10,829-62.1% |