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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 | $37,309 | $107,363-65.2% | $92,909-59.8% | $152,897-75.6% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.5%-24.1pp |
| Annual return | 20.86% | 145.63%-124.8pp | 109.44%-88.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,262 | $4,222-70.1% | $3,653-65.5% | $4,764-73.5% |
| Participant deferral / active EE | $1,262 | $4,848-74.0% | $4,238-70.2% | $5,851-78.4% |
| Admin fee / account holder | $4,179 | $7,082-41.0% | $5,795-27.9% | $11,599-64.0% |