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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 | $31,926 | $183,539-82.6% | $155,556-79.5% | $145,897-78.1% |
| Participation rate | 23.8% | 82.7%-58.9pp | 78.2%-54.4pp | 80.3%-56.5pp |
| Annual return | 125.92% | 61.31%+64.6pp | 64.84%+61.1pp | 552.29%-426.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,603 | $6,467-75.2% | $5,631-71.5% | $6,689-76.0% |
| Admin fee / account holder | $588 | $19,275-96.9% | $15,885-96.3% | $13,390-95.6% |