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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 | $82,623 | $112,121-26.3% | $95,960-13.9% | $158,966-48.0% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 8.32% | 171.16%-162.8pp | 91.63%-83.3pp | 302.95%-294.6pp |
| Employer contribution / active EE | $1,295 | $3,199-59.5% | $2,541-49.1% | $4,762-72.8% |
| Participant deferral / active EE | $1,295 | $4,784-72.9% | $4,167-68.9% | $5,983-78.4% |
| Admin fee / account holder | $2,481 | $10,135-75.5% | $6,797-63.5% | $11,250-77.9% |