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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 | $51,409 | $102,595-49.9% | $94,057-45.3% | $154,746-66.8% |
| Participation rate | 26.7% | 76.0%-49.3pp | 73.3%-46.7pp | 80.7%-54.0pp |
| Annual return | 37.60% | 583.42%-545.8pp | 480.62%-443.0pp | 172.34%-134.7pp |
| Employer contribution / active EE | $446 | $3,147-85.8% | $2,933-84.8% | $4,379-89.8% |
| Participant deferral / active EE | $784 | $5,118-84.7% | $4,709-83.3% | $6,730-88.3% |
| Admin fee / account holder | $1,142 | $7,736-85.2% | $7,244-84.2% | $14,365-92.1% |