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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 | $9,327 | $90,614-89.7% | $76,089-87.7% | $145,877-93.6% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | 10.06% | 623.80%-613.7pp | 360.94%-350.9pp | 551.28%-541.2pp |
| Employer contribution / active EE | $776 | $3,324-76.7% | $2,690-71.2% | $4,663-83.4% |
| Participant deferral / active EE | $801 | $5,168-84.5% | $4,259-81.2% | $6,691-88.0% |
| Admin fee / account holder | $3,041 | $8,376-63.7% | $6,418-52.6% | $13,402-77.3% |