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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 | $38,674 | $102,382-62.2% | $147,005-73.7% | $80,874-52.2% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 14.45% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $3,846 | $3,715+3.5% | $4,934-22.1% | $2,756+39.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $556 | $7,942-93.0% | $13,006-95.7% | $6,935-92.0% |