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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 | $50,712 | $72,071-29.6% | $68,368-25.8% | $137,256-63.1% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 15.92% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $476 | $2,788-82.9% | $2,649-82.0% | $4,156-88.5% |
| Participant deferral / active EE | $525 | $4,410-88.1% | $4,123-87.3% | $6,407-91.8% |
| Admin fee / account holder | $2,287 | $5,336-57.1% | $5,150-55.6% | $12,270-81.4% |