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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 | $61,549 | $112,933-45.5% | $90,970-32.3% | $158,982-61.3% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 12.29% | 215.82%-203.5pp | 134.60%-122.3pp | 302.99%-290.7pp |
| Employer contribution / active EE | $549 | $2,893-81.0% | $2,122-74.1% | $4,763-88.5% |
| Participant deferral / active EE | $712 | $4,128-82.8% | $3,373-78.9% | $5,983-88.1% |
| Admin fee / account holder | $8,128 | $8,047+1.0% | $5,961+36.4% | $11,252-27.8% |