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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 | $90,834 | $102,595-11.5% | $94,057-3.4% | $154,746-41.3% |
| Participation rate | 14.3% | 76.0%-61.7pp | 73.3%-59.1pp | 80.7%-66.4pp |
| Annual return | 11.73% | 583.42%-571.7pp | 480.62%-468.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $409 | $3,147-87.0% | $2,933-86.1% | $4,379-90.7% |
| Participant deferral / active EE | $590 | $5,118-88.5% | $4,709-87.5% | $6,730-91.2% |
| Admin fee / account holder | $1,427 | $7,736-81.6% | $7,244-80.3% | $14,365-90.1% |