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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 | $41,055 | $160,040-74.3% | $147,096-72.1% | $145,877-71.9% |
| Participation rate | 29.4% | 84.0%-54.6pp | 82.2%-52.8pp | 80.3%-50.9pp |
| Annual return | 12.39% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,108 | $5,289-79.1% | $4,936-77.6% | $4,663-76.2% |
| Participant deferral / active EE | $2,363 | $8,429-72.0% | $8,071-70.7% | $6,691-64.7% |
| Admin fee / account holder | $1,111 | $15,050-92.6% | $13,005-91.5% | $13,402-91.7% |