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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 | $35,748 | $160,070-77.7% | $147,117-75.7% | $145,897-75.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.56% | 98.69%-88.1pp | 420.54%-410.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,044 | $5,285-80.2% | $4,932-78.8% | $4,663-77.6% |
| Participant deferral / active EE | $1,044 | $8,419-87.6% | $8,065-87.1% | $6,689-84.4% |
| Admin fee / account holder | $1,152 | $15,035-92.3% | $12,993-91.1% | $13,390-91.4% |