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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 | $44,799 | $175,231-74.4% | $149,696-70.1% | $139,466-67.9% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 20.67% | 166.77%-146.1pp | 134.46%-113.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $4,080 | $5,478-25.5% | $4,821-15.4% | $4,754-14.2% |
| Participant deferral / active EE | $1,619 | $6,521-75.2% | $5,682-71.5% | $6,712-75.9% |
| Admin fee / account holder | $4,822 | $16,155-70.2% | $13,212-63.5% | $11,409-57.7% |