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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 | $26,015 | $60,139-56.7% | $90,461-71.2% | $79,856-67.4% |
| Participation rate | 38.8% | 65.0%-26.2pp | 72.7%-33.9pp | 69.6%-30.9pp |
| Annual return | 17.23% | 71.96%-54.7pp | 1294.76%-1277.5pp | 31.71%-14.5pp |
| Employer contribution / active EE | $236 | $2,069-88.6% | $3,264-92.8% | $2,471-90.4% |
| Participant deferral / active EE | $695 | $2,939-76.4% | $3,964-82.5% | $3,741-81.4% |
| Admin fee / account holder | $1,492 | $3,978-62.5% | $5,617-73.4% | $5,306-71.9% |