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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 | $93,425 | $166,131-43.8% | $164,975-43.4% | $145,877-36.0% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 15.62% | 100.37%-84.7pp | 70.12%-54.5pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,191 | $5,276-77.4% | $4,343-72.6% | $4,663-74.5% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $301 | $16,648-98.2% | $12,688-97.6% | $13,402-97.8% |