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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 | $33,375 | $202,342-83.5% | $172,752-80.7% | $152,897-78.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 17.11% | 1029.83%-1012.7pp | 802.97%-785.9pp | 345.43%-328.3pp |
| Employer contribution / active EE | $1,464 | $5,858-75.0% | $5,144-71.5% | $4,764-69.3% |
| Participant deferral / active EE | $1,938 | $5,948-67.4% | $5,198-62.7% | $5,851-66.9% |
| Admin fee / account holder | $8,354 | $17,111-51.2% | $13,955-40.1% | $11,599-28.0% |