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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 | $32,562 | $209,422-84.5% | $178,503-81.8% | $158,982-79.5% |
| Participation rate | 65.0% | 86.4%-21.4pp | 81.9%-16.9pp | 82.0%-17.0pp |
| Annual return | 15.80% | 188.81%-173.0pp | 151.12%-135.3pp | 302.99%-287.2pp |
| Employer contribution / active EE | $1,563 | $5,707-72.6% | $5,011-68.8% | $4,763-67.2% |
| Participant deferral / active EE | $1,937 | $5,955-67.5% | $5,202-62.8% | $5,983-67.6% |
| Admin fee / account holder | $1,166 | $17,079-93.2% | $13,987-91.7% | $11,252-89.6% |