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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 | $23,775 | $160,040-85.1% | $147,096-83.8% | $145,877-83.7% |
| Participation rate | 36.8% | 84.0%-47.2pp | 82.2%-45.3pp | 80.3%-43.5pp |
| Annual return | 70.04% | 98.49%-28.5pp | 419.75%-349.7pp | 551.28%-481.2pp |
| Employer contribution / active EE | $1,471 | $5,289-72.2% | $4,936-70.2% | $4,663-68.5% |
| Participant deferral / active EE | $2,242 | $8,429-73.4% | $8,071-72.2% | $6,691-66.5% |
| Admin fee / account holder | $8,065 | $15,050-46.4% | $13,005-38.0% | $13,402-39.8% |