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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 | $104,899 | $107,666-2.6% | $102,184+2.7% | $154,746-32.2% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 581.74% | 29.33%+552.4pp | 31.58%+550.2pp | 172.34%+409.4pp |
| Employer contribution / active EE | $4,441 | $3,846+15.5% | $3,594+23.6% | $4,379+1.4% |
| Participant deferral / active EE | $12 | $8,719-99.9% | $8,309-99.9% | $6,730-99.8% |
| Admin fee / account holder | $1,247 | $12,943-90.4% | $11,609-89.3% | $14,365-91.3% |