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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 | $24,725 | $106,008-76.7% | $92,240-73.2% | $147,586-83.2% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 20.85% | 50.05%-29.2pp | 176.29%-155.4pp | 578.59%-557.7pp |
| Employer contribution / active EE | $7,812 | $4,333+80.3% | $3,680+112.3% | $4,876+60.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,481 | $6,333-76.6% | $5,194-71.5% | $10,886-86.4% |