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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 | $105,240 | $171,867-38.8% | $149,721-29.7% | $147,586-28.7% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 16.08% | 2113.36%-2097.3pp | 1501.67%-1485.6pp | 578.59%-562.5pp |
| Employer contribution / active EE | $10,520 | $6,275+67.7% | $5,444+93.2% | $4,876+115.7% |
| Participant deferral / active EE | $1,056 | $7,270-85.5% | $6,568-83.9% | $5,439-80.6% |
| Admin fee / account holder | $4,897 | $13,799-64.5% | $11,282-56.6% | $10,886-55.0% |