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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 | $64,866 | $160,028-59.5% | $147,080-55.9% | $145,884-55.5% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 14.31% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,483 | $5,286-71.9% | $4,933-69.9% | $4,662-68.2% |
| Participant deferral / active EE | $2,537 | $8,422-69.9% | $8,066-68.6% | $6,690-62.1% |
| Admin fee / account holder | $7,908 | $15,030-47.4% | $12,989-39.1% | $13,392-40.9% |