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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 | $25,809 | $149,040-82.7% | $120,225-78.5% | $137,256-81.2% |
| Participation rate | 52.9% | 75.4%-22.5pp | 69.6%-16.6pp | 80.0%-27.0pp |
| Annual return | 19.18% | 605.68%-586.5pp | 439.23%-420.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $9,375 | $4,350+115.5% | $3,475+169.7% | $4,156+125.6% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $525 | $6,348-91.7% | $5,696-90.8% | $12,270-95.7% |