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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 | $6,869 | $72,465-90.5% | $67,575-89.8% | $145,884-95.3% |
| Participation rate | 39.1% | 76.9%-37.8pp | 72.9%-33.8pp | 80.3%-41.2pp |
| Annual return | 10.31% | 7222.56%-7212.2pp | 3528.98%-3518.7pp | 551.85%-541.5pp |
| Employer contribution / active EE | $375 | $3,074-87.8% | $2,736-86.3% | $4,662-92.0% |
| Participant deferral / active EE | $552 | $4,786-88.5% | $4,003-86.2% | $6,690-91.7% |
| Admin fee / account holder | $624 | $5,515-88.7% | $3,993-84.4% | $13,392-95.3% |