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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 | $79,202 | $159,934-50.5% | $147,005-46.1% | $145,959-45.7% |
| Participation rate | 21.4% | 84.0%-62.6pp | 82.2%-60.7pp | 80.3%-58.9pp |
| Annual return | 12.60% | 98.24%-85.6pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,619 | $5,287-69.4% | $4,934-67.2% | $4,661-65.3% |
| Participant deferral / active EE | $2,315 | $8,427-72.5% | $8,070-71.3% | $6,689-65.4% |
| Admin fee / account holder | $317 | $15,053-97.9% | $13,006-97.6% | $13,398-97.6% |