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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 | $106,609 | $114,073-6.5% | $96,161+10.9% | $167,518-36.4% |
| Participation rate | 12.5% | 75.1%-62.6pp | 68.4%-55.9pp | 82.1%-69.6pp |
| Annual return | 11.98% | 189.95%-178.0pp | 192.01%-180.0pp | 478.71%-466.7pp |
| Employer contribution / active EE | $343 | $3,428-90.0% | $2,798-87.7% | $4,838-92.9% |
| Participant deferral / active EE | $503 | $5,195-90.3% | $4,349-88.4% | $6,342-92.1% |
| Admin fee / account holder | $692 | $6,899-90.0% | $5,538-87.5% | $12,312-94.4% |