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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 | $88,291 | $88,815-0.6% | $81,882+7.8% | $145,897-39.5% |
| Participation rate | 60.9% | 75.1%-14.2pp | 72.4%-11.5pp | 80.3%-19.4pp |
| Annual return | 13.93% | 1033.75%-1019.8pp | 779.47%-765.5pp | 552.29%-538.4pp |
| Employer contribution / active EE | $499 | $3,086-83.8% | $2,916-82.9% | $4,663-89.3% |
| Participant deferral / active EE | $523 | $4,647-88.7% | $4,323-87.9% | $6,689-92.2% |
| Admin fee / account holder | $2,626 | $8,434-68.9% | $7,360-64.3% | $13,390-80.4% |