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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 | $15,159 | $111,785-86.4% | $93,669-83.8% | $145,877-89.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 32.50% | 203.79%-171.3pp | 133.59%-101.1pp | 551.28%-518.8pp |
| Employer contribution / active EE | $632 | $3,096-79.6% | $2,424-73.9% | $4,663-86.4% |
| Participant deferral / active EE | $1,177 | $4,919-76.1% | $4,416-73.3% | $6,691-82.4% |
| Admin fee / account holder | $1,560 | $10,256-84.8% | $8,291-81.2% | $13,402-88.4% |