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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 | $32,887 | $46,877-29.8% | $122,354-73.1% | $70,126-53.1% |
| Participation rate | 40.7% | 58.2%-17.5pp | 71.6%-30.9pp | 69.5%-28.8pp |
| Annual return | 306.03% | 24.22%+281.8pp | 30.28%+275.8pp | 73.15%+232.9pp |
| Employer contribution / active EE | $1,062 | $1,288-17.6% | $4,051-73.8% | $2,343-54.7% |
| Participant deferral / active EE | $588 | $2,167-72.9% | $3,287-82.1% | $3,332-82.3% |
| Admin fee / account holder | $1,334 | $3,324-59.9% | $5,479-75.7% | $4,645-71.3% |