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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 | $55,943 | $160,040-65.0% | $147,096-62.0% | $145,877-61.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.92% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,686 | $5,289-68.1% | $4,936-65.8% | $4,663-63.8% |
| Participant deferral / active EE | $1,793 | $8,429-78.7% | $8,071-77.8% | $6,691-73.2% |
| Admin fee / account holder | $18,286 | $15,050+21.5% | $13,005+40.6% | $13,402+36.4% |