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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 | $24,851 | $100,895-75.4% | $90,430-72.5% | $158,950-84.4% |
| Participation rate | 19.0% | 75.0%-56.0pp | 72.7%-53.6pp | 82.0%-62.9pp |
| Annual return | 33.75% | 1725.54%-1691.8pp | 1293.73%-1260.0pp | 302.91%-269.2pp |
| Employer contribution / active EE | $549 | $3,689-85.1% | $3,262-83.2% | $4,762-88.5% |
| Participant deferral / active EE | $710 | $4,347-83.7% | $3,963-82.1% | $5,983-88.1% |
| Admin fee / account holder | $3,240 | $6,505-50.2% | $5,613-42.3% | $11,248-71.2% |