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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 | $77,183 | $100,895-23.5% | $90,430-14.6% | $158,950-51.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 25.05% | 1725.54%-1700.5pp | 1293.73%-1268.7pp | 302.91%-277.9pp |
| Employer contribution / active EE | $341 | $3,689-90.7% | $3,262-89.5% | $4,762-92.8% |
| Participant deferral / active EE | $467 | $4,347-89.3% | $3,963-88.2% | $5,983-92.2% |
| Admin fee / account holder | $3,304 | $6,505-49.2% | $5,613-41.1% | $11,248-70.6% |