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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 | $52,127 | $165,381-68.5% | $149,730-65.2% | $158,966-67.2% |
| Participation rate | 35.0% | 84.6%-49.6pp | 82.5%-47.5pp | 82.0%-47.0pp |
| Annual return | 51.18% | 348.29%-297.1pp | 276.70%-225.5pp | 302.95%-251.8pp |
| Employer contribution / active EE | $1,083 | $5,104-78.8% | $4,645-76.7% | $4,762-77.3% |
| Participant deferral / active EE | $2,218 | $7,182-69.1% | $6,843-67.6% | $5,983-62.9% |
| Admin fee / account holder | $569 | $10,809-94.7% | $9,310-93.9% | $11,250-94.9% |