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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 | $93,504 | $176,105-46.9% | $159,474-41.4% | $167,536-44.2% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 10.66% | 331.91%-321.2pp | 263.68%-253.0pp | 478.82%-468.2pp |
| Employer contribution / active EE | $1,427 | $5,299-73.1% | $4,831-70.5% | $4,839-70.5% |
| Participant deferral / active EE | $2,569 | $7,751-66.9% | $7,353-65.1% | $6,342-59.5% |
| Admin fee / account holder | $832 | $12,559-93.4% | $10,802-92.3% | $12,315-93.2% |