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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 | $30,676 | $209,428-85.4% | $178,498-82.8% | $158,950-80.7% |
| Participation rate | 61.9% | 86.4%-24.4pp | 81.9%-20.0pp | 82.0%-20.1pp |
| Annual return | 15.15% | 188.78%-173.6pp | 151.09%-135.9pp | 302.91%-287.8pp |
| Employer contribution / active EE | $2,582 | $5,707-54.8% | $5,011-48.5% | $4,762-45.8% |
| Participant deferral / active EE | $727 | $5,955-87.8% | $5,202-86.0% | $5,983-87.8% |
| Admin fee / account holder | $357 | $17,077-97.9% | $13,985-97.5% | $11,248-96.8% |