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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 | $32,962 | $160,040-79.4% | $147,096-77.6% | $145,877-77.4% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 12.49% | 98.49%-86.0pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,877 | $5,289-64.5% | $4,936-62.0% | $4,663-59.7% |
| Participant deferral / active EE | $2,463 | $8,429-70.8% | $8,071-69.5% | $6,691-63.2% |
| Admin fee / account holder | $3,683 | $15,050-75.5% | $13,005-71.7% | $13,402-72.5% |