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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 | $59,724 | $209,422-71.5% | $178,503-66.5% | $158,982-62.4% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 21.07% | 188.81%-167.7pp | 151.12%-130.0pp | 302.99%-281.9pp |
| Employer contribution / active EE | $1,985 | $5,707-65.2% | $5,011-60.4% | $4,763-58.3% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,139 | $17,079-93.3% | $13,987-91.9% | $11,252-89.9% |