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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 | $109,013 | $166,242-34.4% | $165,071-34.0% | $145,884-25.3% |
| Participation rate | 29.4% | 82.0%-52.6pp | 78.6%-49.2pp | 80.3%-50.9pp |
| Annual return | 11.53% | 100.44%-88.9pp | 70.17%-58.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,217 | $5,283-77.0% | $4,347-72.0% | $4,662-73.9% |
| Participant deferral / active EE | $1,772 | $6,964-74.6% | $6,035-70.6% | $6,690-73.5% |
| Admin fee / account holder | $2,967 | $16,658-82.2% | $12,695-76.6% | $13,392-77.8% |