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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 | $36,939 | $96,678-61.8% | $86,640-57.4% | $139,466-73.5% |
| Participation rate | 12.5% | 74.4%-61.9pp | 71.7%-59.2pp | 80.3%-67.8pp |
| Annual return | 11.70% | 106.69%-95.0pp | 592.52%-580.8pp | 373.66%-362.0pp |
| Employer contribution / active EE | $438 | $3,265-86.6% | $3,024-85.5% | $4,754-90.8% |
| Participant deferral / active EE | $501 | $4,837-89.7% | $4,438-88.7% | $6,712-92.5% |
| Admin fee / account holder | $1,158 | $6,410-81.9% | $5,616-79.4% | $11,409-89.8% |