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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 | $26,960 | $176,105-84.7% | $159,474-83.1% | $167,536-83.9% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 14.74% | 331.91%-317.2pp | 263.68%-248.9pp | 478.82%-464.1pp |
| Employer contribution / active EE | $1,560 | $5,299-70.6% | $4,831-67.7% | $4,839-67.8% |
| Participant deferral / active EE | $2,143 | $7,751-72.3% | $7,353-70.9% | $6,342-66.2% |
| Admin fee / account holder | $1,896 | $12,559-84.9% | $10,802-82.4% | $12,315-84.6% |