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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 | $39,588 | $115,814-65.8% | $101,275-60.9% | $158,982-75.1% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 23.48% | 56.16%-32.7pp | 46.48%-23.0pp | 302.99%-279.5pp |
| Employer contribution / active EE | $10,877 | $4,176+160.5% | $3,660+197.2% | $4,763+128.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $348 | $7,249-95.2% | $5,948-94.1% | $11,252-96.9% |