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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 | $19,912 | $96,678-79.4% | $86,640-77.0% | $139,466-85.7% |
| Participation rate | 8.7% | 74.4%-65.7pp | 71.7%-63.0pp | 80.3%-71.6pp |
| Annual return | 14.89% | 106.69%-91.8pp | 592.52%-577.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $448 | $3,265-86.3% | $3,024-85.2% | $4,754-90.6% |
| Participant deferral / active EE | $795 | $4,837-83.6% | $4,438-82.1% | $6,712-88.2% |
| Admin fee / account holder | $8,761 | $6,410+36.7% | $5,616+56.0% | $11,409-23.2% |