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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 | $75,005 | $196,972-61.9% | $182,262-58.8% | $198,609-62.2% |
| Participation rate | 52.2% | 85.7%-33.5pp | 84.2%-32.0pp | 82.4%-30.2pp |
| Annual return | 16.60% | 158.27%-141.7pp | 140.60%-124.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $2,110 | $5,364-60.7% | $5,046-58.2% | $5,055-58.3% |
| Participant deferral / active EE | $3,110 | $8,643-64.0% | $8,276-62.4% | $6,977-55.4% |
| Admin fee / account holder | $533 | $18,429-97.1% | $16,712-96.8% | $19,030-97.2% |