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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 | $29,578 | $176,077-83.2% | $159,455-81.5% | $167,518-82.3% |
| Participation rate | 44.4% | 84.9%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 25.81% | 331.83%-306.0pp | 263.63%-237.8pp | 478.71%-452.9pp |
| Employer contribution / active EE | $968 | $5,298-81.7% | $4,830-80.0% | $4,838-80.0% |
| Participant deferral / active EE | $2,165 | $7,751-72.1% | $7,353-70.6% | $6,342-65.9% |
| Admin fee / account holder | $669 | $12,556-94.7% | $10,800-93.8% | $12,312-94.6% |