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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 | $68,827 | $217,427-68.3% | $185,837-63.0% | $167,518-58.9% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 13.95% | 148.39%-134.4pp | 122.08%-108.1pp | 478.71%-464.8pp |
| Employer contribution / active EE | $29,671 | $5,874+405.1% | $5,168+474.1% | $4,838+513.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $458 | $19,816-97.7% | $16,241-97.2% | $12,312-96.3% |