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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 | $82,686 | $209,425-60.5% | $178,499-53.7% | $158,966-48.0% |
| Participation rate | 35.3% | 86.4%-51.1pp | 81.9%-46.6pp | 82.0%-46.7pp |
| Annual return | 13.44% | 188.80%-175.4pp | 151.10%-137.7pp | 302.95%-289.5pp |
| Employer contribution / active EE | $5,955 | $5,707+4.3% | $5,011+18.8% | $4,762+25.0% |
| Participant deferral / active EE | $1,944 | $5,955-67.4% | $5,202-62.6% | $5,983-67.5% |
| Admin fee / account holder | $4,593 | $17,078-73.1% | $13,986-67.2% | $11,250-59.2% |