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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 | $58,391 | $160,070-63.5% | $147,117-60.3% | $145,897-60.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.49% | 98.69%-83.2pp | 420.54%-405.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,530 | $5,285-71.0% | $4,932-69.0% | $4,663-67.2% |
| Participant deferral / active EE | $2,404 | $8,419-71.5% | $8,065-70.2% | $6,689-64.1% |
| Admin fee / account holder | $3,535 | $15,035-76.5% | $12,993-72.8% | $13,390-73.6% |