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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 | $9,098 | $72,403-87.4% | $67,524-86.5% | $145,978-93.8% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 12.40% | 7197.23%-7184.8pp | 3519.41%-3507.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $536 | $3,072-82.6% | $2,734-80.4% | $4,662-88.5% |
| Participant deferral / active EE | $634 | $4,782-86.8% | $4,001-84.2% | $6,690-90.5% |
| Admin fee / account holder | $972 | $5,541-82.5% | $4,001-75.7% | $13,400-92.7% |