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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 | $38,109 | $63,346-39.8% | $92,240-58.7% | $70,126-45.7% |
| Participation rate | 11.1% | 68.7%-57.6pp | 76.5%-65.4pp | 69.5%-58.4pp |
| Annual return | 43.11% | 530.19%-487.1pp | 176.29%-133.2pp | 73.15%-30.0pp |
| Employer contribution / active EE | $883 | $2,471-64.3% | $3,680-76.0% | $2,343-62.3% |
| Participant deferral / active EE | $942 | $2,854-67.0% | $3,897-75.8% | $3,332-71.7% |
| Admin fee / account holder | $3,241 | $3,841-15.6% | $5,194-37.6% | $4,645-30.2% |