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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 | $31,152 | $160,040-80.5% | $147,096-78.8% | $145,877-78.6% |
| Participation rate | 47.1% | 84.0%-37.0pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 10.57% | 98.49%-87.9pp | 419.75%-409.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,187 | $5,289-77.6% | $4,936-76.0% | $4,663-74.6% |
| Participant deferral / active EE | $1,729 | $8,429-79.5% | $8,071-78.6% | $6,691-74.2% |
| Admin fee / account holder | $496 | $15,050-96.7% | $13,005-96.2% | $13,402-96.3% |