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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 | $50,608 | $72,071-29.8% | $68,368-26.0% | $137,256-63.1% |
| Participation rate | 29.4% | 76.2%-46.8pp | 73.8%-44.3pp | 80.0%-50.5pp |
| Annual return | 18.49% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $436 | $2,788-84.3% | $2,649-83.5% | $4,156-89.5% |
| Participant deferral / active EE | $527 | $4,410-88.0% | $4,123-87.2% | $6,407-91.8% |
| Admin fee / account holder | $1,195 | $5,336-77.6% | $5,150-76.8% | $12,270-90.3% |