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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 | $27,643 | $100,938-72.6% | $90,461-69.4% | $158,982-82.6% |
| Participation rate | 55.0% | 75.0%-20.0pp | 72.7%-17.7pp | 82.0%-27.0pp |
| Annual return | 16.08% | 1727.20%-1711.1pp | 1294.76%-1278.7pp | 302.99%-286.9pp |
| Employer contribution / active EE | $150 | $3,691-95.9% | $3,264-95.4% | $4,763-96.9% |
| Participant deferral / active EE | $599 | $4,350-86.2% | $3,964-84.9% | $5,983-90.0% |
| Admin fee / account holder | $551 | $6,510-91.5% | $5,617-90.2% | $11,252-95.1% |