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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 | $93,102 | $65,423+42.3% | $98,477-5.5% | $85,856+8.4% |
| Participation rate | 3.7% | 65.0%-61.3pp | 73.3%-69.6pp | 69.3%-65.6pp |
| Annual return | 22.14% | 21.76%+0.4pp | 1493.59%-1471.5pp | 318.58%-296.4pp |
| Employer contribution / active EE | $223 | $2,168-89.7% | $2,961-92.5% | $2,565-91.3% |
| Participant deferral / active EE | $288 | $3,167-90.9% | $4,276-93.3% | $3,952-92.7% |
| Admin fee / account holder | $561 | $4,594-87.8% | $5,951-90.6% | $6,261-91.0% |