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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 | $43,220 | $111,830-61.4% | $93,696-53.9% | $145,884-70.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.02% | 204.08%-195.1pp | 133.74%-124.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $780 | $3,093-74.8% | $2,422-67.8% | $4,662-83.3% |
| Participant deferral / active EE | $780 | $4,920-84.1% | $4,417-82.3% | $6,690-88.3% |
| Admin fee / account holder | $5,244 | $10,249-48.8% | $8,287-36.7% | $13,392-60.8% |