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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 | $86,852 | $209,425-58.5% | $178,499-51.3% | $158,966-45.4% |
| Participation rate | 35.0% | 86.4%-51.4pp | 81.9%-46.9pp | 82.0%-47.0pp |
| Annual return | 13.67% | 188.80%-175.1pp | 151.10%-137.4pp | 302.95%-289.3pp |
| Employer contribution / active EE | $4,375 | $5,707-23.3% | $5,011-12.7% | $4,762-8.1% |
| Participant deferral / active EE | $1,576 | $5,955-73.5% | $5,202-69.7% | $5,983-73.7% |
| Admin fee / account holder | $1,025 | $17,078-94.0% | $13,986-92.7% | $11,250-90.9% |