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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 | $27,730 | $176,077-84.3% | $159,455-82.6% | $167,518-83.4% |
| Participation rate | 59.1% | 84.9%-25.9pp | 82.8%-23.7pp | 82.1%-23.0pp |
| Annual return | 13.57% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.1pp |
| Employer contribution / active EE | $1,180 | $5,298-77.7% | $4,830-75.6% | $4,838-75.6% |
| Participant deferral / active EE | $2,357 | $7,751-69.6% | $7,353-67.9% | $6,342-62.8% |
| Admin fee / account holder | $3,993 | $12,556-68.2% | $10,800-63.0% | $12,312-67.6% |