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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 | $28,561 | $107,368-73.4% | $92,915-69.3% | $152,909-81.3% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 20.78% | 145.64%-124.9pp | 109.45%-88.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $20,653 | $4,222+389.1% | $3,653+465.3% | $4,764+333.5% |
| Participant deferral / active EE | $145 | $4,848-97.0% | $4,238-96.6% | $5,851-97.5% |
| Admin fee / account holder | $1,426 | $7,082-79.9% | $5,796-75.4% | $11,601-87.7% |