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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 | $46,347 | $209,425-77.9% | $178,499-74.0% | $158,966-70.8% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 18.65% | 188.80%-170.1pp | 151.10%-132.5pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,540 | $5,707-73.0% | $5,011-69.3% | $4,762-67.7% |
| Participant deferral / active EE | $1,929 | $5,955-67.6% | $5,202-62.9% | $5,983-67.8% |
| Admin fee / account holder | $1,823 | $17,078-89.3% | $13,986-87.0% | $11,250-83.8% |