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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 | $105,315 | $111,785-5.8% | $93,669+12.4% | $145,877-27.8% |
| Participation rate | 40.9% | 74.2%-33.3pp | 68.7%-27.8pp | 80.3%-39.4pp |
| Annual return | 13.41% | 203.79%-190.4pp | 133.59%-120.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $757 | $3,096-75.5% | $2,424-68.8% | $4,663-83.8% |
| Participant deferral / active EE | $1,008 | $4,919-79.5% | $4,416-77.2% | $6,691-84.9% |
| Admin fee / account holder | $529 | $10,256-94.8% | $8,291-93.6% | $13,402-96.1% |