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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 | $31,068 | $166,131-81.3% | $164,975-81.2% | $145,877-78.7% |
| Participation rate | 29.2% | 82.0%-52.8pp | 78.6%-49.4pp | 80.3%-51.1pp |
| Annual return | 14.66% | 100.37%-85.7pp | 70.12%-55.5pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,277 | $5,276-75.8% | $4,343-70.6% | $4,663-72.6% |
| Participant deferral / active EE | $1,651 | $6,962-76.3% | $6,033-72.6% | $6,691-75.3% |
| Admin fee / account holder | $378 | $16,648-97.7% | $12,688-97.0% | $13,402-97.2% |