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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 | $41,985 | $90,489-53.6% | $76,051-44.8% | $145,978-71.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 22.81% | 622.78%-600.0pp | 360.42%-337.6pp | 550.52%-527.7pp |
| Employer contribution / active EE | $851 | $3,319-74.4% | $2,690-68.4% | $4,662-81.8% |
| Participant deferral / active EE | $1,047 | $5,164-79.7% | $4,257-75.4% | $6,690-84.3% |
| Admin fee / account holder | $2,387 | $8,374-71.5% | $6,416-62.8% | $13,400-82.2% |