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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 | $42,595 | $176,120-75.8% | $159,487-73.3% | $167,553-74.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.78% | 331.95%-315.2pp | 263.71%-246.9pp | 478.89%-462.1pp |
| Employer contribution / active EE | $1,302 | $5,299-75.4% | $4,831-73.1% | $4,840-73.1% |
| Participant deferral / active EE | $2,172 | $7,752-72.0% | $7,354-70.5% | $6,343-65.7% |
| Admin fee / account holder | $613 | $12,561-95.1% | $10,804-94.3% | $12,316-95.0% |