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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 | $76,634 | $68,097+12.5% | $62,929+21.8% | $137,256-44.2% |
| Participation rate | 21.4% | 77.4%-56.0pp | 73.1%-51.7pp | 80.0%-58.5pp |
| Annual return | 20.26% | 1859.11%-1838.9pp | 1063.93%-1043.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $422 | $2,811-85.0% | $2,505-83.2% | $4,156-89.9% |
| Participant deferral / active EE | $789 | $4,553-82.7% | $3,888-79.7% | $6,407-87.7% |
| Admin fee / account holder | $591 | $6,521-90.9% | $5,065-88.3% | $12,270-95.2% |