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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 | $35,609 | $209,425-83.0% | $178,499-80.1% | $158,966-77.6% |
| Participation rate | 36.8% | 86.4%-49.5pp | 81.9%-45.1pp | 82.0%-45.1pp |
| Annual return | 15.19% | 188.80%-173.6pp | 151.10%-135.9pp | 302.95%-287.8pp |
| Employer contribution / active EE | $1,668 | $5,707-70.8% | $5,011-66.7% | $4,762-65.0% |
| Participant deferral / active EE | $1,878 | $5,955-68.5% | $5,202-63.9% | $5,983-68.6% |
| Admin fee / account holder | $1,383 | $17,078-91.9% | $13,986-90.1% | $11,250-87.7% |