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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 | $41,868 | $176,077-76.2% | $159,455-73.7% | $167,518-75.0% |
| Participation rate | 47.4% | 84.9%-37.6pp | 82.8%-35.5pp | 82.1%-34.7pp |
| Annual return | 24.45% | 331.83%-307.4pp | 263.63%-239.2pp | 478.71%-454.3pp |
| Employer contribution / active EE | $1,614 | $5,298-69.5% | $4,830-66.6% | $4,838-66.6% |
| Participant deferral / active EE | $2,049 | $7,751-73.6% | $7,353-72.1% | $6,342-67.7% |
| Admin fee / account holder | $463 | $12,556-96.3% | $10,800-95.7% | $12,312-96.2% |