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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 | $60,656 | $127,790-52.5% | $106,555-43.1% | $167,536-63.8% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 8.50% | 33.88%-25.4pp | 26.80%-18.3pp | 478.82%-470.3pp |
| Employer contribution / active EE | $22,367 | $3,428+552.5% | $2,819+693.3% | $4,839+362.2% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $543 | $11,229-95.2% | $7,408-92.7% | $12,315-95.6% |