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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 | $31,654 | $183,539-82.8% | $155,556-79.7% | $145,897-78.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 36.83% | 61.31%-24.5pp | 64.84%-28.0pp | 552.29%-515.5pp |
| Employer contribution / active EE | $2,088 | $5,315-60.7% | $4,675-55.3% | $4,663-55.2% |
| Participant deferral / active EE | $1,306 | $6,467-79.8% | $5,631-76.8% | $6,689-80.5% |
| Admin fee / account holder | $11,353 | $19,275-41.1% | $15,885-28.5% | $13,390-15.2% |