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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 | $30,618 | $160,028-80.9% | $147,080-79.2% | $145,884-79.0% |
| Participation rate | 35.0% | 84.0%-49.0pp | 82.2%-47.2pp | 80.3%-45.3pp |
| Annual return | 12.20% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,482 | $5,286-72.0% | $4,933-70.0% | $4,662-68.2% |
| Participant deferral / active EE | $1,967 | $8,422-76.6% | $8,066-75.6% | $6,690-70.6% |
| Admin fee / account holder | $3,123 | $15,030-79.2% | $12,989-76.0% | $13,392-76.7% |