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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 | $36,794 | $160,028-77.0% | $147,080-75.0% | $145,884-74.8% |
| Participation rate | 29.4% | 84.0%-54.6pp | 82.2%-52.8pp | 80.3%-50.9pp |
| Annual return | 12.20% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,519 | $5,286-71.3% | $4,933-69.2% | $4,662-67.4% |
| Participant deferral / active EE | $2,566 | $8,422-69.5% | $8,066-68.2% | $6,690-61.6% |
| Admin fee / account holder | $3,066 | $15,030-79.6% | $12,989-76.4% | $13,392-77.1% |