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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 | $47,530 | $209,405-77.3% | $178,486-73.4% | $158,931-70.1% |
| Participation rate | 69.6% | 86.4%-16.8pp | 81.9%-12.4pp | 82.0%-12.4pp |
| Annual return | 14.18% | 188.77%-174.6pp | 151.08%-136.9pp | 302.86%-288.7pp |
| Employer contribution / active EE | $3,296 | $5,707-42.2% | $5,011-34.2% | $4,761-30.8% |
| Participant deferral / active EE | $1,428 | $5,954-76.0% | $5,202-72.6% | $5,982-76.1% |
| Admin fee / account holder | $734 | $17,076-95.7% | $13,985-94.8% | $11,247-93.5% |