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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 | $31,722 | $109,863-71.1% | $98,477-67.8% | $167,518-81.1% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 18.18% | 1958.09%-1939.9pp | 1493.59%-1475.4pp | 478.71%-460.5pp |
| Employer contribution / active EE | $3,530 | $3,225+9.4% | $2,961+19.2% | $4,838-27.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,273 | $6,755-81.1% | $5,951-78.6% | $12,312-89.7% |