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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 | $101,180 | $100,203+1.0% | $85,240+18.7% | $145,897-30.6% |
| Participation rate | 44.4% | 74.1%-29.7pp | 67.5%-23.1pp | 80.3%-35.9pp |
| Annual return | 10.99% | 84.28%-73.3pp | 66.75%-55.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $700 | $3,242-78.4% | $2,735-74.4% | $4,663-85.0% |
| Participant deferral / active EE | $841 | $5,299-84.1% | $4,527-81.4% | $6,689-87.4% |
| Admin fee / account holder | $1,591 | $7,265-78.1% | $6,165-74.2% | $13,390-88.1% |