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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 | $59,848 | $180,749-66.9% | $160,784-62.8% | $137,256-56.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 13.32% | 2234.46%-2221.1pp | 1803.92%-1790.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,314 | $4,155-44.3% | $3,733-38.0% | $4,156-44.3% |
| Participant deferral / active EE | $924 | $6,844-86.5% | $6,293-85.3% | $6,407-85.6% |
| Admin fee / account holder | $2,280 | $10,397-78.1% | $9,717-76.5% | $12,270-81.4% |