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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 | $10,168 | $96,678-89.5% | $86,640-88.3% | $139,466-92.7% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 15.61% | 106.69%-91.1pp | 592.52%-576.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $1,843 | $3,265-43.6% | $3,024-39.1% | $4,754-61.2% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,072 | $6,410-20.9% | $5,616-9.7% | $11,409-55.5% |