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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 | $45,079 | $166,242-72.9% | $165,071-72.7% | $145,884-69.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 8.97% | 100.44%-91.5pp | 70.17%-61.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,246 | $5,283-76.4% | $4,347-71.3% | $4,662-73.3% |
| Participant deferral / active EE | $1,483 | $6,964-78.7% | $6,035-75.4% | $6,690-77.8% |
| Admin fee / account holder | $47,726 | $16,658+186.5% | $12,695+275.9% | $13,392+256.4% |