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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 | $38,257 | $102,595-62.7% | $94,057-59.3% | $154,746-75.3% |
| Participation rate | 31.8% | 76.0%-44.2pp | 73.3%-41.5pp | 80.7%-48.9pp |
| Annual return | 16.98% | 583.42%-566.4pp | 480.62%-463.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $775 | $3,147-75.4% | $2,933-73.6% | $4,379-82.3% |
| Participant deferral / active EE | $956 | $5,118-81.3% | $4,709-79.7% | $6,730-85.8% |
| Admin fee / account holder | $518 | $7,736-93.3% | $7,244-92.8% | $14,365-96.4% |