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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 | $86,082 | $144,130-40.3% | $117,861-27.0% | $147,586-41.7% |
| Participation rate | 45.5% | 83.4%-38.0pp | 79.7%-34.2pp | 82.8%-37.4pp |
| Annual return | 10.42% | 531.20%-520.8pp | 335.11%-324.7pp | 578.59%-568.2pp |
| Employer contribution / active EE | $912 | $4,897-81.4% | $3,786-75.9% | $4,876-81.3% |
| Participant deferral / active EE | $236 | $5,316-95.6% | $4,482-94.7% | $5,439-95.7% |
| Admin fee / account holder | $2,499 | $10,887-77.0% | $8,021-68.8% | $10,886-77.0% |