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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 | $79,644 | $175,257-54.6% | $149,717-46.8% | $139,456-42.9% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 21.54% | 166.70%-145.2pp | 134.41%-112.9pp | 373.45%-351.9pp |
| Employer contribution / active EE | $1,532 | $5,477-72.0% | $4,820-68.2% | $4,753-67.8% |
| Participant deferral / active EE | $1,867 | $6,521-71.4% | $5,682-67.1% | $6,711-72.2% |
| Admin fee / account holder | $9,585 | $16,156-40.7% | $13,213-27.5% | $11,407-16.0% |