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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 | $42,049 | $160,040-73.7% | $147,096-71.4% | $145,877-71.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.97% | 98.49%-88.5pp | 419.75%-409.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,500 | $5,289-71.6% | $4,936-69.6% | $4,663-67.8% |
| Participant deferral / active EE | $1,500 | $8,429-82.2% | $8,071-81.4% | $6,691-77.6% |
| Admin fee / account holder | $497 | $15,050-96.7% | $13,005-96.2% | $13,402-96.3% |