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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 | $52,932 | $175,257-69.8% | $149,717-64.6% | $139,456-62.0% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 15.49% | 166.70%-151.2pp | 134.41%-118.9pp | 373.45%-358.0pp |
| Employer contribution / active EE | $1,453 | $5,477-73.5% | $4,820-69.9% | $4,753-69.4% |
| Participant deferral / active EE | $1,453 | $6,521-77.7% | $5,682-74.4% | $6,711-78.4% |
| Admin fee / account holder | $8,964 | $16,156-44.5% | $13,213-32.2% | $11,407-21.4% |