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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 | $52,611 | $159,978-67.1% | $147,041-64.2% | $145,978-64.0% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.3pp | 80.3%-21.5pp |
| Annual return | 12.23% | 98.36%-86.1pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $2,805 | $5,288-47.0% | $4,935-43.2% | $4,662-39.8% |
| Participant deferral / active EE | $1,628 | $8,429-80.7% | $8,071-79.8% | $6,690-75.7% |
| Admin fee / account holder | $3,553 | $15,053-76.4% | $13,006-72.7% | $13,400-73.5% |