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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 | $34,990 | $107,368-67.4% | $92,915-62.3% | $152,909-77.1% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.5%-13.7pp |
| Annual return | 18.36% | 145.64%-127.3pp | 109.45%-91.1pp | 345.46%-327.1pp |
| Employer contribution / active EE | $7,781 | $4,222+84.3% | $3,653+113.0% | $4,764+63.3% |
| Participant deferral / active EE | $1,229 | $4,848-74.6% | $4,238-71.0% | $5,851-79.0% |
| Admin fee / account holder | $4,137 | $7,082-41.6% | $5,796-28.6% | $11,601-64.3% |