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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 | $74,252 | $209,428-64.5% | $178,498-58.4% | $158,950-53.3% |
| Participation rate | 68.8% | 86.4%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 10.98% | 188.78%-177.8pp | 151.09%-140.1pp | 302.91%-291.9pp |
| Employer contribution / active EE | $2,104 | $5,707-63.1% | $5,011-58.0% | $4,762-55.8% |
| Participant deferral / active EE | $1,871 | $5,955-68.6% | $5,202-64.0% | $5,983-68.7% |
| Admin fee / account holder | $2,804 | $17,077-83.6% | $13,985-80.0% | $11,248-75.1% |