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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 | $48,964 | $176,105-72.2% | $159,474-69.3% | $167,536-70.8% |
| Participation rate | 58.3% | 85.0%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 14.02% | 331.91%-317.9pp | 263.68%-249.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,092 | $5,299-79.4% | $4,831-77.4% | $4,839-77.4% |
| Participant deferral / active EE | $2,105 | $7,751-72.8% | $7,353-71.4% | $6,342-66.8% |
| Admin fee / account holder | $349 | $12,559-97.2% | $10,802-96.8% | $12,315-97.2% |