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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 | $88,957 | $102,696-13.4% | $86,235+3.2% | $139,487-36.2% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | 18.36% | 1925.91%-1907.5pp | 1170.03%-1151.7pp | 373.84%-355.5pp |
| Employer contribution / active EE | $7,292 | $3,034+140.3% | $2,381+206.2% | $4,755+53.4% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,614 | $8,667-81.4% | $6,856-76.5% | $11,407-85.8% |