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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 | $70,432 | $217,432-67.6% | $185,849-62.1% | $167,536-58.0% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 11.68% | 148.42%-136.7pp | 122.10%-110.4pp | 478.82%-467.1pp |
| Employer contribution / active EE | $4,765 | $5,875-18.9% | $5,169-7.8% | $4,839-1.5% |
| Participant deferral / active EE | $1,264 | $6,357-80.1% | $5,569-77.3% | $6,342-80.1% |
| Admin fee / account holder | $548 | $19,818-97.2% | $16,244-96.6% | $12,315-95.6% |