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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 | $183,516-82.8% | $155,534-79.6% | $145,884-78.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 36.83% | 61.43%-24.6pp | 64.92%-28.1pp | 551.85%-515.0pp |
| Employer contribution / active EE | $2,088 | $5,315-60.7% | $4,675-55.3% | $4,662-55.2% |
| Participant deferral / active EE | $1,306 | $6,467-79.8% | $5,630-76.8% | $6,690-80.5% |
| Admin fee / account holder | $11,353 | $19,293-41.2% | $15,900-28.6% | $13,392-15.2% |