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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 | $160,040-80.2% | $147,096-78.5% | $145,877-78.3% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 14.19% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,062 | $5,289-79.9% | $4,936-78.5% | $4,663-77.2% |
| Participant deferral / active EE | $1,933 | $8,429-77.1% | $8,071-76.0% | $6,691-71.1% |
| Admin fee / account holder | $4,501 | $15,050-70.1% | $13,005-65.4% | $13,402-66.4% |