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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 | $67,518 | $68,097-0.9% | $62,929+7.3% | $137,256-50.8% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 11.94% | 1859.11%-1847.2pp | 1063.93%-1052.0pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,380 | $2,811-15.4% | $2,505-5.0% | $4,156-42.7% |
| Participant deferral / active EE | $76 | $4,553-98.3% | $3,888-98.0% | $6,407-98.8% |
| Admin fee / account holder | $1,087 | $6,521-83.3% | $5,065-78.5% | $12,270-91.1% |