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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 | $24,473 | $125,190-80.5% | $105,624-76.8% | $145,897-83.2% |
| Participation rate | 43.8% | 77.6%-33.9pp | 75.3%-31.5pp | 80.3%-36.6pp |
| Annual return | 10.68% | 225.22%-214.5pp | 116.20%-105.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,168 | $3,720-68.6% | $3,168-63.1% | $4,663-74.9% |
| Participant deferral / active EE | $1,587 | $5,716-72.2% | $5,013-68.3% | $6,689-76.3% |
| Admin fee / account holder | $502 | $17,138-97.1% | $10,961-95.4% | $13,390-96.3% |