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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 | $115,806 | $96,678+19.8% | $86,640+33.7% | $139,466-17.0% |
| Participation rate | 12.5% | 74.4%-61.9pp | 71.7%-59.2pp | 80.3%-67.8pp |
| Annual return | 13.40% | 106.69%-93.3pp | 592.52%-579.1pp | 373.66%-360.3pp |
| Employer contribution / active EE | $618 | $3,265-81.1% | $3,024-79.6% | $4,754-87.0% |
| Participant deferral / active EE | $618 | $4,837-87.2% | $4,438-86.1% | $6,712-90.8% |
| Admin fee / account holder | $464 | $6,410-92.8% | $5,616-91.7% | $11,409-95.9% |