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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 | $38,602 | $160,028-75.9% | $147,080-73.8% | $145,884-73.5% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 33.86% | 98.60%-64.7pp | 420.17%-386.3pp | 551.85%-518.0pp |
| Employer contribution / active EE | $1,055 | $5,286-80.0% | $4,933-78.6% | $4,662-77.4% |
| Participant deferral / active EE | $1,316 | $8,422-84.4% | $8,066-83.7% | $6,690-80.3% |
| Admin fee / account holder | $5,870 | $15,030-60.9% | $12,989-54.8% | $13,392-56.2% |