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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 | $46,759 | $52,353-10.7% | $120,225-61.1% | $82,448-43.3% |
| Participation rate | 18.6% | 58.3%-39.7pp | 69.6%-51.0pp | 68.1%-49.5pp |
| Annual return | 17.61% | 61.85%-44.2pp | 439.23%-421.6pp | 41.64%-24.0pp |
| Employer contribution / active EE | $261 | $1,510-82.7% | $3,475-92.5% | $2,551-89.8% |
| Participant deferral / active EE | $382 | $2,627-85.5% | $3,999-90.4% | $4,139-90.8% |
| Admin fee / account holder | $495 | $4,363-88.7% | $5,696-91.3% | $7,234-93.2% |