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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 | $83,029 | $81,696+1.6% | $70,494+17.8% | $158,982-47.8% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 25.08% | 208.70%-183.6pp | 109.16%-84.1pp | 302.99%-277.9pp |
| Employer contribution / active EE | $3,706 | $3,220+15.1% | $2,738+35.3% | $4,763-22.2% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $669 | $6,200-89.2% | $3,848-82.6% | $11,252-94.1% |