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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 | $77,316 | $160,040-51.7% | $147,096-47.4% | $145,877-47.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.41% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $6,317 | $5,289+19.4% | $4,936+28.0% | $4,663+35.5% |
| Participant deferral / active EE | $1,485 | $8,429-82.4% | $8,071-81.6% | $6,691-77.8% |
| Admin fee / account holder | $9,352 | $15,050-37.9% | $13,005-28.1% | $13,402-30.2% |