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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 | $50,262 | $160,028-68.6% | $147,080-65.8% | $145,884-65.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 12.36% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $6,449 | $5,286+22.0% | $4,933+30.7% | $4,662+38.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $866 | $15,030-94.2% | $12,989-93.3% | $13,392-93.5% |