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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 | $77,012 | $111,830-31.1% | $93,696-17.8% | $145,884-47.2% |
| Participation rate | 31.3% | 74.2%-43.0pp | 68.7%-37.5pp | 80.3%-49.1pp |
| Annual return | 18.53% | 204.08%-185.5pp | 133.74%-115.2pp | 551.85%-533.3pp |
| Employer contribution / active EE | $756 | $3,093-75.6% | $2,422-68.8% | $4,662-83.8% |
| Participant deferral / active EE | $935 | $4,920-81.0% | $4,417-78.8% | $6,690-86.0% |
| Admin fee / account holder | $1,102 | $10,249-89.2% | $8,287-86.7% | $13,392-91.8% |