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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 | $94,292 | $160,070-41.1% | $147,117-35.9% | $145,897-35.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.87% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,041 | $5,285-80.3% | $4,932-78.9% | $4,663-77.7% |
| Participant deferral / active EE | $816 | $8,419-90.3% | $8,065-89.9% | $6,689-87.8% |
| Admin fee / account holder | $2,417 | $15,035-83.9% | $12,993-81.4% | $13,390-81.9% |