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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 | $68,637 | $106,008-35.3% | $92,240-25.6% | $147,586-53.5% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 11.38% | 50.05%-38.7pp | 176.29%-164.9pp | 578.59%-567.2pp |
| Employer contribution / active EE | $7,997 | $4,333+84.5% | $3,680+117.3% | $4,876+64.0% |
| Participant deferral / active EE | $588 | $4,478-86.9% | $3,897-84.9% | $5,439-89.2% |
| Admin fee / account holder | $6,500 | $6,333+2.6% | $5,194+25.1% | $10,886-40.3% |