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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 | $24,171 | $100,262-75.9% | $81,370-70.3% | $145,897-83.4% |
| Participation rate | 33.3% | 74.3%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 280.20% | 34.52%+245.7pp | 24.85%+255.4pp | 552.29%-272.1pp |
| Employer contribution / active EE | $631 | $2,979-78.8% | $2,464-74.4% | $4,663-86.5% |
| Participant deferral / active EE | $766 | $4,612-83.4% | $3,885-80.3% | $6,689-88.6% |
| Admin fee / account holder | $2,433 | $8,163-70.2% | $5,749-57.7% | $13,390-81.8% |