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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 | $40,310 | $159,978-74.8% | $147,041-72.6% | $145,978-72.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 11.51% | 98.36%-86.9pp | 419.21%-407.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $6,069 | $5,288+14.8% | $4,935+23.0% | $4,662+30.2% |
| Participant deferral / active EE | $1,945 | $8,429-76.9% | $8,071-75.9% | $6,690-70.9% |
| Admin fee / account holder | $382 | $15,053-97.5% | $13,006-97.1% | $13,400-97.1% |