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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 | $38,987 | $57,305-32.0% | $86,640-55.0% | $75,173-48.1% |
| Participation rate | 26.9% | 63.2%-36.3pp | 71.7%-44.8pp | 67.2%-40.3pp |
| Annual return | 16.51% | 2674.24%-2657.7pp | 592.52%-576.0pp | 160.72%-144.2pp |
| Employer contribution / active EE | $691 | $2,316-70.2% | $3,024-77.1% | $2,671-74.1% |
| Participant deferral / active EE | $751 | $3,320-77.4% | $4,438-83.1% | $4,126-81.8% |
| Admin fee / account holder | $1,334 | $4,116-67.6% | $5,616-76.2% | $5,651-76.4% |