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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 | $30,445 | $76,368-60.1% | $67,681-55.0% | $154,746-80.3% |
| Participation rate | 31.8% | 79.0%-47.1pp | 73.7%-41.9pp | 80.7%-48.9pp |
| Annual return | 17.25% | 1066.77%-1049.5pp | 590.58%-573.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $899 | $3,151-71.5% | $2,678-66.4% | $4,379-79.5% |
| Participant deferral / active EE | $1,034 | $4,824-78.6% | $3,976-74.0% | $6,730-84.6% |
| Admin fee / account holder | $2,920 | $8,559-65.9% | $6,100-52.1% | $14,365-79.7% |