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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 | $60,755 | $198,457-69.4% | $170,435-64.4% | $147,586-58.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 18.11% | 257.30%-239.2pp | 205.94%-187.8pp | 578.59%-560.5pp |
| Employer contribution / active EE | $2,245 | $6,183-63.7% | $5,432-58.7% | $4,876-54.0% |
| Participant deferral / active EE | $1,181 | $5,629-79.0% | $4,939-76.1% | $5,439-78.3% |
| Admin fee / account holder | $349 | $16,852-97.9% | $13,881-97.5% | $10,886-96.8% |