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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 | $37,111 | $108,911-65.9% | $100,392-63.0% | $145,884-74.6% |
| Participation rate | 14.3% | 83.0%-68.7pp | 81.5%-67.2pp | 80.3%-66.0pp |
| Annual return | 34.37% | 58.23%-23.9pp | 49.45%-15.1pp | 551.85%-517.5pp |
| Employer contribution / active EE | $408 | $4,420-90.8% | $3,941-89.6% | $4,662-91.2% |
| Participant deferral / active EE | $499 | $8,459-94.1% | $8,090-93.8% | $6,690-92.5% |
| Admin fee / account holder | $7,894 | $9,698-18.6% | $7,904-0.1% | $13,392-41.1% |