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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 | $19,191 | $80,812-76.3% | $160,784-88.1% | $82,448-76.7% |
| Participation rate | 25.3% | 66.2%-41.0pp | 77.0%-51.7pp | 68.1%-42.8pp |
| Annual return | 19.68% | 100.59%-80.9pp | 1803.92%-1784.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $539 | $2,174-75.2% | $3,733-85.6% | $2,551-78.9% |
| Participant deferral / active EE | $1,331 | $4,335-69.3% | $6,293-78.9% | $4,139-67.9% |
| Admin fee / account holder | $907 | $7,695-88.2% | $9,717-90.7% | $7,234-87.5% |