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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 | $34,586 | $49,897-30.7% | $80,648-57.1% | $75,177-54.0% |
| Participation rate | 8.0% | 55.3%-47.3pp | 67.0%-59.0pp | 67.2%-59.2pp |
| Annual return | 40.01% | 34.68%+5.3pp | 937.21%-897.2pp | 160.75%-120.7pp |
| Employer contribution / active EE | $796 | $1,699-53.2% | $2,724-70.8% | $2,671-70.2% |
| Participant deferral / active EE | $430 | $2,992-85.6% | $4,443-90.3% | $4,126-89.6% |
| Admin fee / account holder | $558 | $3,579-84.4% | $5,382-89.6% | $5,651-90.1% |