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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 | $37,610 | $105,198-64.2% | $159,455-76.4% | $85,856-56.2% |
| Participation rate | 23.6% | 75.8%-52.1pp | 82.8%-59.2pp | 69.3%-45.7pp |
| Annual return | 337.00% | 45.08%+291.9pp | 263.63%+73.4pp | 318.58%+18.4pp |
| Employer contribution / active EE | $717 | $3,319-78.4% | $4,830-85.1% | $2,565-72.0% |
| Participant deferral / active EE | $1,310 | $5,946-78.0% | $7,353-82.2% | $3,952-66.9% |
| Admin fee / account holder | $857 | $6,934-87.6% | $10,800-92.1% | $6,261-86.3% |