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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 | $31,664 | $160,070-80.2% | $147,117-78.5% | $145,897-78.3% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 14.19% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,062 | $5,285-79.9% | $4,932-78.5% | $4,663-77.2% |
| Participant deferral / active EE | $1,933 | $8,419-77.0% | $8,065-76.0% | $6,689-71.1% |
| Admin fee / account holder | $4,501 | $15,035-70.1% | $12,993-65.4% | $13,390-66.4% |