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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 | $29,682 | $150,412-80.3% | $120,574-75.4% | $145,884-79.7% |
| Participation rate | 54.5% | 78.8%-24.2pp | 71.9%-17.4pp | 80.3%-25.8pp |
| Annual return | 10.25% | 154.50%-144.3pp | 107.42%-97.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,598 | $4,355-40.3% | $3,471-25.1% | $4,662-44.3% |
| Participant deferral / active EE | $1,012 | $6,175-83.6% | $4,996-79.7% | $6,690-84.9% |
| Admin fee / account holder | $1,602 | $12,224-86.9% | $9,445-83.0% | $13,392-88.0% |