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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 | $131,478 | $176,077-25.3% | $159,455-17.5% | $167,518-21.5% |
| Participation rate | 46.2% | 84.9%-38.8pp | 82.8%-36.7pp | 82.1%-36.0pp |
| Annual return | 16.20% | 331.83%-315.6pp | 263.63%-247.4pp | 478.71%-462.5pp |
| Employer contribution / active EE | $1,302 | $5,298-75.4% | $4,830-73.0% | $4,838-73.1% |
| Participant deferral / active EE | $2,390 | $7,751-69.2% | $7,353-67.5% | $6,342-62.3% |
| Admin fee / account holder | $941 | $12,556-92.5% | $10,800-91.3% | $12,312-92.4% |