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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 | $43,473 | $60,139-27.7% | $90,461-51.9% | $79,856-45.6% |
| Participation rate | 21.3% | 65.0%-43.7pp | 72.7%-51.4pp | 69.6%-48.4pp |
| Annual return | 10.55% | 71.96%-61.4pp | 1294.76%-1284.2pp | 31.71%-21.2pp |
| Employer contribution / active EE | $302 | $2,069-85.4% | $3,264-90.7% | $2,471-87.8% |
| Participant deferral / active EE | $558 | $2,939-81.0% | $3,964-85.9% | $3,741-85.1% |
| Admin fee / account holder | $1,884 | $3,978-52.6% | $5,617-66.5% | $5,306-64.5% |