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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 | $25,971 | $107,368-75.8% | $92,915-72.0% | $152,909-83.0% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 26.08% | 145.64%-119.6pp | 109.45%-83.4pp | 345.46%-319.4pp |
| Employer contribution / active EE | $10,557 | $4,222+150.0% | $3,653+189.0% | $4,764+121.6% |
| Participant deferral / active EE | $760 | $4,848-84.3% | $4,238-82.1% | $5,851-87.0% |
| Admin fee / account holder | $1,700 | $7,082-76.0% | $5,796-70.7% | $11,601-85.3% |