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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 | $91,126 | $124,187-26.6% | $108,410-15.9% | $167,518-45.6% |
| Participation rate | 54.5% | 82.3%-27.7pp | 80.1%-25.6pp | 82.1%-27.6pp |
| Annual return | 13.46% | 1379.80%-1366.3pp | 905.34%-891.9pp | 478.71%-465.2pp |
| Employer contribution / active EE | $763 | $4,187-81.8% | $3,558-78.6% | $4,838-84.2% |
| Participant deferral / active EE | $1,045 | $6,908-84.9% | $6,562-84.1% | $6,342-83.5% |
| Admin fee / account holder | $1,142 | $9,456-87.9% | $7,296-84.3% | $12,312-90.7% |