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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 | $26,936 | $160,040-83.2% | $147,096-81.7% | $145,877-81.5% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 16.17% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $2,040 | $5,289-61.4% | $4,936-58.7% | $4,663-56.2% |
| Participant deferral / active EE | $2,372 | $8,429-71.9% | $8,071-70.6% | $6,691-64.5% |
| Admin fee / account holder | $3,361 | $15,050-77.7% | $13,005-74.2% | $13,402-74.9% |