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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 | $12,323 | $111,814-89.0% | $93,654-86.8% | $145,959-91.6% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 11.41% | 203.30%-191.9pp | 133.34%-121.9pp | 561.95%-550.5pp |
| Employer contribution / active EE | $576 | $3,092-81.4% | $2,421-76.2% | $4,661-87.6% |
| Participant deferral / active EE | $778 | $4,914-84.2% | $4,413-82.4% | $6,689-88.4% |
| Admin fee / account holder | $1,499 | $10,246-85.4% | $8,282-81.9% | $13,398-88.8% |