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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 | $100,028 | $90,489+10.5% | $76,051+31.5% | $145,978-31.5% |
| Participation rate | 39.1% | 74.5%-35.4pp | 69.1%-29.9pp | 80.3%-41.2pp |
| Annual return | 29.85% | 622.78%-592.9pp | 360.42%-330.6pp | 550.52%-520.7pp |
| Employer contribution / active EE | $610 | $3,319-81.6% | $2,690-77.3% | $4,662-86.9% |
| Participant deferral / active EE | $649 | $5,164-87.4% | $4,257-84.8% | $6,690-90.3% |
| Admin fee / account holder | $603 | $8,374-92.8% | $6,416-90.6% | $13,400-95.5% |