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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 | $78,966 | $106,008-25.5% | $92,240-14.4% | $147,586-46.5% |
| Participation rate | 21.4% | 80.4%-59.0pp | 76.5%-55.1pp | 82.8%-61.4pp |
| Annual return | 15.05% | 50.05%-35.0pp | 176.29%-161.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $1,282 | $4,333-70.4% | $3,680-65.2% | $4,876-73.7% |
| Participant deferral / active EE | $762 | $4,478-83.0% | $3,897-80.5% | $5,439-86.0% |
| Admin fee / account holder | $1,363 | $6,333-78.5% | $5,194-73.8% | $10,886-87.5% |