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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 | $61,478 | $226,090-72.8% | $182,531-66.3% | $152,885-59.8% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.0%-41.6pp | 82.5%-46.1pp |
| Annual return | 22.14% | 192.57%-170.4pp | 148.57%-126.4pp | 345.39%-323.3pp |
| Employer contribution / active EE | $641 | $4,978-87.1% | $4,075-84.3% | $4,763-86.5% |
| Participant deferral / active EE | $973 | $6,369-84.7% | $5,525-82.4% | $5,851-83.4% |
| Admin fee / account holder | $1,236 | $10,705-88.5% | $8,593-85.6% | $11,598-89.3% |