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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 | $46,442 | $160,028-71.0% | $147,080-68.4% | $145,884-68.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.77% | 98.60%-86.8pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,557 | $5,286-70.6% | $4,933-68.4% | $4,662-66.6% |
| Participant deferral / active EE | $2,031 | $8,422-75.9% | $8,066-74.8% | $6,690-69.6% |
| Admin fee / account holder | $777 | $15,030-94.8% | $12,989-94.0% | $13,392-94.2% |