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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 | $47,948 | $183,988-73.9% | $162,177-70.4% | $152,897-68.6% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 25.07% | 150.79%-125.7pp | 115.60%-90.5pp | 345.43%-320.4pp |
| Employer contribution / active EE | $5,885 | $6,370-7.6% | $5,613+4.8% | $4,764+23.5% |
| Participant deferral / active EE | $2,313 | $8,032-71.2% | $7,297-68.3% | $5,851-60.5% |
| Admin fee / account holder | $1,805 | $13,123-86.2% | $10,843-83.4% | $11,599-84.4% |