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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 | $104,852 | $111,830-6.2% | $93,696+11.9% | $145,884-28.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 14.09% | 204.08%-190.0pp | 133.74%-119.7pp | 551.85%-537.8pp |
| Employer contribution / active EE | $739 | $3,093-76.1% | $2,422-69.5% | $4,662-84.1% |
| Participant deferral / active EE | $912 | $4,920-81.5% | $4,417-79.4% | $6,690-86.4% |
| Admin fee / account holder | $801 | $10,249-92.2% | $8,287-90.3% | $13,392-94.0% |