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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 | $76,790 | $196,972-61.0% | $182,262-57.9% | $198,609-61.3% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 9.32% | 158.27%-149.0pp | 140.60%-131.3pp | 202.70%-193.4pp |
| Employer contribution / active EE | $1,589 | $5,364-70.4% | $5,046-68.5% | $5,055-68.6% |
| Participant deferral / active EE | $2,826 | $8,643-67.3% | $8,276-65.9% | $6,977-59.5% |
| Admin fee / account holder | $60,884 | $18,429+230.4% | $16,712+264.3% | $19,030+219.9% |