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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 | $58,225 | $160,040-63.6% | $147,096-60.4% | $145,877-60.1% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 10.93% | 98.49%-87.6pp | 419.75%-408.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,534 | $5,289-71.0% | $4,936-68.9% | $4,663-67.1% |
| Participant deferral / active EE | $1,984 | $8,429-76.5% | $8,071-75.4% | $6,691-70.3% |
| Admin fee / account holder | $1,019 | $15,050-93.2% | $13,005-92.2% | $13,402-92.4% |