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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 | $31,954 | $98,766-67.6% | $149,730-78.7% | $79,852-60.0% |
| Participation rate | 35.3% | 75.8%-40.5pp | 82.5%-47.2pp | 69.6%-34.3pp |
| Annual return | 100.29% | 27.43%+72.9pp | 276.70%-176.4pp | 31.72%+68.6pp |
| Employer contribution / active EE | $706 | $3,217-78.1% | $4,645-84.8% | $2,471-71.4% |
| Participant deferral / active EE | $1,813 | $5,681-68.1% | $6,843-73.5% | $3,740-51.5% |
| Admin fee / account holder | $577 | $6,052-90.5% | $9,310-93.8% | $5,306-89.1% |