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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 | $12,108 | $73,518-83.5% | $63,003-80.8% | $147,585-91.8% |
| Participation rate | 47.4% | 77.9%-30.5pp | 74.8%-27.4pp | 82.8%-35.5pp |
| Annual return | 13.25% | 175.46%-162.2pp | 87.59%-74.3pp | 578.57%-565.3pp |
| Employer contribution / active EE | $322 | $3,322-90.3% | $2,760-88.3% | $4,876-93.4% |
| Participant deferral / active EE | $410 | $4,183-90.2% | $3,329-87.7% | $5,439-92.5% |
| Admin fee / account holder | $818 | $5,952-86.3% | $3,600-77.3% | $10,885-92.5% |