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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 | $38,577 | $107,363-64.1% | $92,909-58.5% | $152,897-74.8% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.5%-18.2pp |
| Annual return | 24.31% | 145.63%-121.3pp | 109.44%-85.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $8,626 | $4,222+104.3% | $3,653+136.1% | $4,764+81.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $862 | $7,082-87.8% | $5,795-85.1% | $11,599-92.6% |