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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 | $102,815 | $65,575+56.8% | $86,209+19.3% | $75,181+36.8% |
| Participation rate | 34.9% | 60.5%-25.6pp | 69.0%-34.1pp | 67.2%-32.3pp |
| Annual return | 15.44% | 46.07%-30.6pp | 1169.05%-1153.6pp | 160.69%-145.2pp |
| Employer contribution / active EE | $642 | $1,553-58.7% | $2,381-73.0% | $2,671-75.9% |
| Participant deferral / active EE | $958 | $3,023-68.3% | $3,986-76.0% | $4,126-76.8% |
| Admin fee / account holder | $3,065 | $5,470-44.0% | $6,853-55.3% | $5,650-45.7% |