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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 | $31,933 | $100,139-68.1% | $85,187-62.5% | $145,884-78.1% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 15.54% | 84.15%-68.6pp | 66.67%-51.1pp | 551.85%-536.3pp |
| Employer contribution / active EE | $5,281 | $3,238+63.1% | $2,732+93.3% | $4,662+13.3% |
| Participant deferral / active EE | $686 | $5,296-87.0% | $4,525-84.8% | $6,690-89.7% |
| Admin fee / account holder | $1,129 | $7,262-84.5% | $6,162-81.7% | $13,392-91.6% |