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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 | $26,843 | $150,447-82.2% | $136,298-80.3% | $147,586-81.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 22.46% | 1049.15%-1026.7pp | 5156.27%-5133.8pp | 578.59%-556.1pp |
| Employer contribution / active EE | $962 | $5,256-81.7% | $4,696-79.5% | $4,876-80.3% |
| Participant deferral / active EE | $1,570 | $6,631-76.3% | $6,247-74.9% | $5,439-71.1% |
| Admin fee / account holder | $862 | $10,906-92.1% | $9,244-90.7% | $10,886-92.1% |