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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 | $33,880 | $109,872-69.2% | $98,483-65.6% | $167,536-79.8% |
| Participation rate | 27.8% | 75.8%-48.1pp | 73.3%-45.6pp | 82.1%-54.3pp |
| Annual return | 48.93% | 1959.31%-1910.4pp | 1494.38%-1445.5pp | 478.82%-429.9pp |
| Employer contribution / active EE | $275 | $3,225-91.5% | $2,961-90.7% | $4,839-94.3% |
| Participant deferral / active EE | $789 | $4,673-83.1% | $4,276-81.5% | $6,342-87.6% |
| Admin fee / account holder | $497 | $6,757-92.7% | $5,953-91.7% | $12,315-96.0% |